Position in BLK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$3,099,107
-$2,407 QoQ
Shares Held
3,223
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#780
of 2,275 holders
Holding Since
Mar 2025
5 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, 2026YHB Investment Advisors, Inc. holds $6,743,441 across 7 Asset Management names. BLK ranks #1 (46.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
3,223 | $3,099,107 | |
| 2 | APO |
Apollo Global Management, Inc.
|
12,187 | $1,441,843 | |
| 3 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
82,213 | $868,991 | |
| 4 | BX |
Blackstone Inc.
|
3,910 | $460,089 | |
| 5 | CEF |
Sprott Physical Gold & Silver Trust
|
11,105 | $446,754 | |
| 6 | AMP |
Ameriprise Financial Inc
|
478 | $219,287 | |
| 7 | TROW |
Price T Rowe Group Inc
|
1,824 | $207,370 |
All Filings in BLK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,099,107 | 3,223 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $3,101,514 | 3,225 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,428,299 | 3,203 | Shares | Sole | 2026-01-16 | |
| 2025-06-30 | $3,294,645 | 3,140 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,907,586 | 3,072 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||