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Equibles

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in BLK — BlackRock, Inc.

CIK 1632972 PLYMOUTH, MN
Back to BLK Full portfolio

Position in BLK

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$49,146,577
+$1,152,150 QoQ
Shares Held
61,883
+1.3% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 10% Shared 0% None 90%

Common Shares in BLK Over Time

Shares Held

Position Value (USD)

Derivatives in BLK

reported options exposure · as of Jun 30, 2026
CallValue
$96,156
CallShares
100
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Asset Management

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $965,888,503 across 175 Asset Management names. BLK ranks #3 (5.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 6,000,721 $526,588,457
2 STT
State Street Corp
 632,739 $65,176,730
3 BLK
BlackRock, Inc.
This page 		61,883 $49,146,577
4 BX
Blackstone Inc.
 256,063 $30,130,933
5 TROW
Price T Rowe Group Inc
 215,256 $24,472,454
6 PHYS
Sprott Physical Gold Trust
 662,675 $19,992,904
7 AMP
Ameriprise Financial Inc
 33,437 $15,339,558
8 BEN
Franklin Templeton Inc
 446,300 $14,848,401

All Filings in BLK

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $96,156 100
2026-06-30 $48,437,623 50,374
2026-03-31 $47,356,523 49,242
2025-12-31 $39,643,252 37,038
2025-09-30 $42,845,722 36,750
2025-06-30 $38,174,862 36,383
2025-03-31 $33,173,177 35,049
2024-12-31 $34,145,388 33,309