Position in BLK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$801,941
+$837 QoQ
Shares Held
834
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,288
of 2,274 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026RICHARDS, MERRILL & PETERSON, INC. holds $2,000,602 across 3 Asset Management names. BLK ranks #2 (40.1% of the industry book) .
All Filings in BLK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $801,941 | 834 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $801,104 | 833 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $909,789 | 850 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,014,306 | 870 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $882,419 | 841 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $723,110 | 764 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $821,113 | 801 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||