Position in BLK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,307,721
-$73,293 QoQ
Shares Held
1,360
-5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#330
of 849 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $41,293,545 across 8 Asset Management names. BLK ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
217,697 | $25,616,405 | |
| 2 | ARCC |
Ares Capital Corp
|
439,021 | $8,135,059 | |
| 3 | PSF |
Cohen & Steers Select Preferred & Income Fund, Inc.
|
157,153 | $3,163,489 | |
| 4 | APO |
Apollo Global Management, Inc.
|
13,180 | $1,559,325 | |
| 5 | BLK |
BlackRock, Inc.
This page
|
1,360 | $1,307,721 | |
| 6 | CG |
Carlyle Group Inc.
|
15,720 | $661,969 | |
| 7 | AB |
Alliancebernstein Holding L.P.
|
17,525 | $617,230 | |
| 8 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
5,950 | $232,347 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,307,721 | 1,360 | Shares | Defined | 2026-07-14 | |
| 2026-03-31 | $1,381,014 | 1,436 | Shares | Defined | 2026-04-14 | |
| 2025-12-31 | $1,633,338 | 1,526 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,668,359 | 1,431 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,569,677 | 1,496 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $1,462,311 | 1,545 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $1,695,531 | 1,654 | Shares | Defined | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||