Position in BLK
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$47,886,649
+$2,298,710 QoQ
Shares Held
49,801
+5.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#193
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, 2026Sequoia Financial Advisors, LLC holds $193,480,806 across 56 Asset Management names. BLK ranks #2 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
1,185,621 | $50,495,598 | |
| 2 | BLK |
BlackRock, Inc.
This page
|
49,801 | $47,886,649 | |
| 3 | BX |
Blackstone Inc.
|
245,370 | $28,872,687 | |
| 4 | BAM |
Brookfield Asset Management Ltd.
|
281,732 | $12,635,680 | |
| 5 | APO |
Apollo Global Management, Inc.
|
75,576 | $8,941,396 | |
| 6 | NTRS |
Northern Trust Corp
|
22,309 | $3,878,196 | |
| 7 | AMP |
Ameriprise Financial Inc
|
7,978 | $3,659,987 | |
| 8 | STT |
State Street Corp
|
20,639 | $3,500,374 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,886,649 | 49,801 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $45,587,939 | 47,403 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $46,827,375 | 43,750 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $47,780,850 | 40,983 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $35,314,607 | 33,657 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $28,424,687 | 30,032 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $20,596,510 | 20,092 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||