Position in BLK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,300,990
+$102,700 QoQ
Shares Held
1,353
+8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,072
of 2,275 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Destination Wealth Management holds $27,121,422 across 6 Asset Management names. BLK ranks #2 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
208,259 | $24,505,836 | |
| 2 | BLK |
BlackRock, Inc.
This page
|
1,353 | $1,300,990 | |
| 3 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
53,765 | $590,877 | |
| 4 | BEN |
Franklin Resources Inc
|
8,317 | $276,706 | |
| 5 | MAIN |
Main Street Capital CORP
|
4,494 | $233,148 | |
| 6 | STT |
State Street Corp
|
1,261 | $213,865 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,300,990 | 1,353 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,198,290 | 1,246 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,341,136 | 1,253 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,432,854 | 1,229 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,378,714 | 1,314 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,181,207 | 1,248 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,276,261 | 1,245 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||