Position in BLK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$12,695,423
-$3,004,050 QoQ
Shares Held
18,301
-21.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026Merit Financial Group, LLC holds $191,915,054 across 118 Asset Management names. BLK ranks #3 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
1,035,411 | $72,933,484 | |
| 2 | STT |
State Street Corp
|
371,417 | $21,600,823 | |
| 3 | BLK |
BlackRock, Inc.
This page
|
18,301 | $12,695,423 | |
| 4 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
441,028 | $10,033,386 | |
| 5 | ARCC |
Ares Capital Corp
|
406,876 | $7,539,411 | |
| 6 | BX |
Blackstone Inc.
|
56,500 | $6,648,349 | |
| 7 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
362,233 | $4,252,614 | |
| 8 | KKR |
KKR & Co. Inc.
|
34,227 | $3,141,350 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,359,888 | 12,854 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $15,302,725 | 15,912 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $15,679,409 | 14,649 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $16,600,818 | 14,239 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $14,804,917 | 14,110 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $12,347,778 | 13,046 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $12,994,294 | 12,676 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||