Position in BLK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$12,500
New position
Shares Held
13
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026Moisand Fitzgerald Tamayo, LLC holds $360,393 across 17 Asset Management names. BLK ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NXP |
Nuveen Select Tax Free Income Portfolio
|
5,914 | $84,629 | |
| 2 | IVZ |
Invesco Ltd.
|
290 | $74,497 | |
| 3 | NBH |
Neuberger Municipal Fund Inc.
|
3,736 | $39,414 | |
| 4 | RJF |
Raymond James Financial Inc
|
258 | $39,223 | |
| 5 | PDI |
PIMCO Dynamic Income Fund
|
1,840 | $30,728 | |
| 6 | STT |
State Street Corp
|
300 | $16,083 | |
| 7 | BLK |
BlackRock, Inc.
This page
|
13 | $12,500 | |
| 8 | PFG |
Principal Financial Group Inc
|
110 | $11,855 |
All Filings in BLK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,500 | 13 | Shares | Sole | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||