Position in BLK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,323,106
-$206 QoQ
Shares Held
1,376
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#1,063
of 2,275 holders
Holding Since
Dec 2025
3 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, 2026WESTCO ADVISORY SERVICES INC /ADV holds $2,478,507 across 2 Asset Management names. BLK ranks #1 (53.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
1,376 | $1,323,106 | |
| 2 | BX |
Blackstone Inc.
|
9,819 | $1,155,401 |
All Filings in BLK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,323,106 | 1,376 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,323,312 | 1,376 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,472,787 | 1,376 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||