Position in BLK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$101,745,547
-$359,202 QoQ
Shares Held
105,813
-0.3% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#118
of 2,275 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 95%
Shared 3%
None 3%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Evercore Wealth Management, LLC holds $321,397,391 across 13 Asset Management names. BLK ranks #2 (31.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
1,349,169 | $158,756,715 | |
| 2 | BLK |
BlackRock, Inc.
This page
|
105,813 | $101,745,547 | |
| 3 | ARCC |
Ares Capital Corp
|
3,007,303 | $55,725,323 | |
| 4 | BXSL |
Blackstone Secured Lending Fund
|
50,297 | $1,192,541 | |
| 5 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
62,814 | $809,044 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
15,037 | $640,425 | |
| 7 | STT |
State Street Corp
|
3,545 | $601,232 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
49,800 | $541,326 |
All Filings in BLK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,745,547 | 105,813 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $102,104,749 | 106,170 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $116,203,602 | 108,567 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $127,704,735 | 109,536 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $115,553,901 | 110,130 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $106,455,337 | 112,475 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $118,566,271 | 115,662 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||