BURNS J W & CO INC/NY

Position in BLK — BlackRock, Inc.

CIK 1047339 DEWITT, NY

Position in BLK

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$720,208

+$2,773 QoQ

Shares Held

749

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#433

of 849 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BURNS J W & CO INC/NY holds $2,341,099 across 4 Asset Management names. BLK ranks #2 (30.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CHY	Calamos Convertible & High Income Fund	66,325	$903,346
2	BLK	BlackRock, Inc. This page	749	$720,208
3	BX	Blackstone Inc.	3,100	$364,777
4	STT	State Street Corp	2,080	$352,768

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$720,208	749	+0.4%	Shares	Sole	2026-07-15
2026-03-31	$717,435	746	-11.8%	Shares	Sole	2026-04-17
2025-12-31	$905,507	846	0.0%	Shares	Sole	2026-01-12
2025-09-30	$986,326	846	+2.5%	Shares	Sole	2025-10-20
2025-06-30	$865,631	825	-1.8%	Shares	Sole	2025-07-10
2025-03-31	$795,043	840	0.0%	Shares	Sole	2025-04-08
2024-12-31	$861,092	840	0.0%	Shares	Sole	2025-01-13
2024-09-30	$797,588	840	—	Shares	Sole	2024-10-04
No filing history on record for this holder in this stock.