Position in BLK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,270,265
+$316,854 QoQ
Shares Held
3,401
+10.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.92%
of 13F equity value
Holder Rank
#754
of 2,275 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LIGHTHOUSE FINANCIAL SERVICES INC /ADV holds $5,292,667 across 2 Asset Management names. BLK ranks #1 (61.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
3,401 | $3,270,265 | |
| 2 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
108,498 | $2,022,402 |
All Filings in BLK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,270,265 | 3,401 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,953,411 | 3,071 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,325,546 | 3,107 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||