Position in BLK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,199,065
-$212,725 QoQ
Shares Held
1,247
-15.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,105
of 2,275 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $51,293,701 across 79 Asset Management names. BLK ranks #9 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STEW |
SRH Total Return Fund, Inc.
|
405,048 | $7,250,359 | |
| 2 | BX |
Blackstone Inc.
|
55,522 | $6,533,273 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
454,953 | $5,918,938 | |
| 4 | AB |
Alliancebernstein Holding L.P.
|
75,577 | $2,661,821 | |
| 5 | GLAD |
Gladstone Capital Corp
|
135,581 | $2,632,983 | |
| 6 | RA |
Brookfield Real Assets Income Fund Inc.
|
133,545 | $1,720,059 | |
| 7 | CSWC |
Capital Southwest Corp
|
69,775 | $1,658,551 | |
| 8 | MAIN |
Main Street Capital CORP
|
26,913 | $1,396,246 |
All Filings in BLK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,199,065 | 1,247 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,411,790 | 1,468 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,826,000 | 1,706 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,187,172 | 1,876 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,263,232 | 2,157 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $3,105,058 | 3,029 | Shares | Sole | 2025-02-25 | |
| No filing history on record for this holder in this stock. | ||||||