BEESE FULMER INVESTMENT MANAGEMENT, INC.

Position in BLK — BlackRock, Inc.

CIK 911274 CANTON, OH

Position in BLK

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$463,471

+$115,332 QoQ

Shares Held

482

+33.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,527

of 2,275 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $1,823,960 across 5 Asset Management names. BLK ranks #1 (25.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc. This page	482	$463,471
2	KKR	KKR & Co. Inc.	4,841	$444,306
3	CEF	Sprott Physical Gold & Silver Trust	10,321	$415,213
4	NTRS	Northern Trust Corp	1,718	$298,657
5	AMP	Ameriprise Financial Inc	441	$202,313

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$463,471	482	+33.1%	Shares	Sole	2026-07-29
2026-03-31	$348,139	362	+59.5%	Shares	Sole	2026-04-16
2025-12-31	$242,967	227	—	Shares	Sole	2026-02-05
No filing history on record for this holder in this stock.