Position in BLK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,605,827
-$80,229 QoQ
Shares Held
2,710
-3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#836
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, 2026Fiduciary Group, LLC holds $15,921,301 across 16 Asset Management names. BLK ranks #2 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
46,608 | $5,484,363 | |
| 2 | BLK |
BlackRock, Inc.
This page
|
2,710 | $2,605,827 | |
| 3 | NTRS |
Northern Trust Corp
|
8,581 | $1,491,721 | |
| 4 | BXSL |
Blackstone Secured Lending Fund
|
59,758 | $1,416,862 | |
| 5 | KKR |
KKR & Co. Inc.
|
8,800 | $807,664 | |
| 6 | ARCC |
Ares Capital Corp
|
42,823 | $793,510 | |
| 7 | APO |
Apollo Global Management, Inc.
|
5,812 | $687,617 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
62,489 | $679,255 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,605,827 | 2,710 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,686,056 | 2,793 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,031,202 | 2,832 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,305,241 | 2,835 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,960,983 | 2,822 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,685,163 | 2,837 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,908,237 | 2,837 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||