Calamos Wealth Management LLC

Position in BLK — BlackRock, Inc.

CIK 1455258 NAPERVILLE, IL

Position in BLK

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$250,005

-$7,733 QoQ

Shares Held

260

-3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,857

of 2,275 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 59% Shared 0% None 41%

Financial Services · as of Jun 30, 2026

Calamos Wealth Management LLC holds $3,621,827 across 4 Asset Management names. BLK ranks #3 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSQ	Calamos Strategic Total Return Fund	85,160	$1,750,889
2	BX	Blackstone Inc.	12,578	$1,480,053
3	BLK	BlackRock, Inc. This page	260	$250,005
4	NEA	Nuveen AMT-Free Quality Municipal Income Fund	12,000	$140,880

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$250,005	260	-3.0%	Shares	Sole	2026-07-31
2026-03-31	$257,738	268	-33.7%	Shares	Sole	2026-05-04
2025-12-31	$432,417	404	-27.6%	Shares	Sole	2026-01-29
2025-09-30	$650,555	558	+64.6%	Shares	Sole	2025-10-20
2025-06-30	$355,695	339	+25.6%	Shares	Sole	2025-07-29
2025-03-31	$255,549	270	—	Shares	Sole	2025-04-29
No filing history on record for this holder in this stock.