Position in BLK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,758,693
-$104,139 QoQ
Shares Held
1,829
-5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#958
of 2,275 holders
Holding Since
Dec 2024
7 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, 2026Checchi Capital Advisers, LLC holds $12,572,990 across 14 Asset Management names. BLK ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
38,085 | $4,505,836 | |
| 2 | KKR |
KKR & Co. Inc.
|
19,611 | $1,799,897 | |
| 3 | BLK |
BlackRock, Inc.
This page
|
1,829 | $1,758,693 | |
| 4 | STT |
State Street Corp
|
4,681 | $793,897 | |
| 5 | BX |
Blackstone Inc.
|
4,459 | $524,690 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,131 | $518,857 | |
| 7 | RJF |
Raymond James Financial Inc
|
2,865 | $435,565 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
9,330 | $397,364 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,758,693 | 1,829 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,862,832 | 1,937 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,942,667 | 1,815 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,145,200 | 1,840 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,062,825 | 1,966 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,033,039 | 2,148 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,186,559 | 2,133 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||