Position in BLK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$537,512
-$255,898 QoQ
Shares Held
559
-32.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,467
of 2,289 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $4,288,831 across 11 Asset Management names. BLK ranks #2 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
1,960 | $899,169 | |
| 2 | BLK |
BlackRock, Inc.
This page
|
559 | $537,512 | |
| 3 | WT |
WisdomTree, Inc.
|
28,664 | $485,568 | |
| 4 | BX |
Blackstone Inc.
|
3,960 | $465,973 | |
| 5 | ARES |
Ares Management Corp
|
3,269 | $363,872 | |
| 6 | TROW |
Price T Rowe Group Inc
|
2,925 | $332,543 | |
| 7 | CNS |
Cohen & Steers, Inc.
|
3,593 | $273,571 | |
| 8 | APO |
Apollo Global Management, Inc.
|
2,189 | $258,980 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $537,512 | 559 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $793,410 | 825 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,015,752 | 949 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $1,106,410 | 949 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $947,472 | 903 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $842,367 | 890 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $933,875 | 911 | Shares | Defined | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||