Position in BLK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$891,366
-$10,717 QoQ
Shares Held
927
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,230
of 2,275 holders
Holding Since
Dec 2024
7 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, 2026Sigma Planning Corp holds $28,941,778 across 43 Asset Management names. BLK ranks #10 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
171,155 | $3,171,502 | |
| 2 | TROW |
Price T Rowe Group Inc
|
22,229 | $2,527,215 | |
| 3 | BEN |
Franklin Resources Inc
|
63,766 | $2,121,494 | |
| 4 | MSIF |
Msc Income Fund, Inc.
|
182,577 | $2,112,415 | |
| 5 | BX |
Blackstone Inc.
|
14,626 | $1,721,041 | |
| 6 | UTG |
Reaves Utility Income Fund
|
37,286 | $1,518,285 | |
| 7 | MAIN |
Main Street Capital CORP
|
27,001 | $1,400,811 | |
| 8 | FSK |
FS KKR Capital Corp
|
124,538 | $1,307,649 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $891,366 | 927 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $902,083 | 938 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,073,551 | 1,003 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,135,557 | 974 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,351,434 | 1,288 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,204,869 | 1,273 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,251,659 | 1,221 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||