Position in BLK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,469,263
-$5,038 QoQ
Shares Held
1,528
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,014
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, 2026WEATHERLY ASSET MANAGEMENT L. P. holds $1,469,263 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
|
1,528 | $1,469,263 |
All Filings in BLK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,469,263 | 1,528 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,474,301 | 1,533 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,644,042 | 1,536 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,787,278 | 1,533 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,613,746 | 1,538 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,565,477 | 1,654 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,675,029 | 1,634 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||