Position in BLK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$12,841,633
-$1,063,731 QoQ
Shares Held
13,355
-7.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#410
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, 2026Atria Investments, Inc holds $64,702,077 across 32 Asset Management names. BLK ranks #1 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
13,355 | $12,841,633 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
130,306 | $5,242,210 | |
| 3 | LDP |
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
|
246,045 | $5,206,312 | |
| 4 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
164,937 | $4,550,611 | |
| 5 | APO |
Apollo Global Management, Inc.
|
33,715 | $3,988,821 | |
| 6 | BX |
Blackstone Inc.
|
31,789 | $3,740,611 | |
| 7 | SEIC |
Sei Investments Co
|
39,169 | $3,435,512 | |
| 8 | AMP |
Ameriprise Financial Inc
|
7,020 | $3,220,495 |
All Filings in BLK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,841,633 | 13,355 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $13,905,364 | 14,459 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $16,355,865 | 15,281 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $17,514,865 | 15,023 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $16,079,756 | 15,325 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $13,523,306 | 14,288 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $15,201,356 | 14,829 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||