Position in BLK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,108,678
+$20,984 QoQ
Shares Held
1,153
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,140
of 2,275 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MIDDLETON & CO INC/MA holds $1,108,678 across 1 Asset Management name. BLK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
1,153 | $1,108,678 |
All Filings in BLK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,108,678 | 1,153 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,087,694 | 1,131 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,210,554 | 1,131 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,336,087 | 1,146 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,207,686 | 1,151 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $994,750 | 1,051 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,060,988 | 1,035 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||