Position in BLK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,159,708
+$205,157 QoQ
Shares Held
4,326
+5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#680
of 2,275 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SevenBridge Financial Group, LLC holds $4,296,783 across 2 Asset Management names. BLK ranks #1 (96.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
4,326 | $4,159,708 | |
| 2 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
10,709 | $137,075 |
All Filings in BLK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,159,708 | 4,326 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,954,551 | 4,112 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $4,171,114 | 3,897 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,366,183 | 3,745 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,349,206 | 3,192 | Shares | Sole | 2025-09-04 | |
| 2025-03-31 | $2,534,673 | 2,678 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,712,958 | 1,671 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||