Position in BLK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,110,601
-$11,714 QoQ
Shares Held
1,155
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#297
of 702 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, 2026MOODY LYNN LIEBERSON & WALKER, LLC holds $29,054,879 across 4 Asset Management names. BLK ranks #2 (3.8% 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 | $1,110,601 | 1,155 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,122,315 | 1,167 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,265,141 | 1,182 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,378,058 | 1,182 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,348,286 | 1,285 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,209,601 | 1,278 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,310,090 | 1,278 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||