Waldron Private Wealth LLC

Position in BLK — BlackRock, Inc.

CIK 1598180 BRIDGEVILLE, PA

Position in BLK

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$600,013

-$10,672 QoQ

Shares Held

624

-1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,402

of 2,275 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Waldron Private Wealth LLC holds $7,295,872 across 4 Asset Management names. BLK ranks #3 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	45,431	$5,345,865
2	TROW	Price T Rowe Group Inc	6,884	$782,641
3	BLK	BlackRock, Inc. This page	624	$600,013
4	PFG	Principal Financial Group Inc	5,264	$567,353

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$600,013	624	-1.7%	Shares	Sole	2026-07-20
2026-03-31	$610,685	635	+14.8%	Shares	Sole	2026-04-10
2025-12-31	$591,898	553	+2.8%	Shares	Sole	2026-01-14
2025-09-30	$627,238	538	-0.7%	Shares	Sole	2025-10-30
2025-06-30	$568,693	542	-7.7%	Shares	Sole	2025-07-31
2025-03-31	$555,583	587	-66.5%	Shares	Sole	2025-05-08
2024-12-31	$1,793,941	1,750	—	Shares	Sole	2025-01-24
No filing history on record for this holder in this stock.