Position in BLK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$341,353
-$8,709 QoQ
Shares Held
355
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,673
of 2,275 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Derivatives in BLK
reported options exposure · as of Mar 31, 2025CallValue
$790
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, 2026McAdam, LLC holds $2,561,771 across 6 Asset Management names. BLK ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
7,089 | $1,202,294 | |
| 2 | BX |
Blackstone Inc.
|
3,055 | $359,481 | |
| 3 | BLK |
BlackRock, Inc.
This page
|
355 | $341,353 | |
| 4 | FSCO |
FS Credit Opportunities Corp.
|
48,532 | $242,174 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
7,697 | $232,218 | |
| 6 | PTY |
Pimco Corporate & Income Opportunity Fund
|
15,316 | $184,251 |
All Filings in BLK
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,353 | 355 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $350,062 | 364 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $372,478 | 348 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $339,268 | 291 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $262,312 | 250 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $210,118 | 222 | Shares | Sole | 2025-05-21 | |
| 2025-03-31 | $790 | 100 | Call | Sole | 2025-05-21 | |
| 2024-12-31 | $236,800 | 231 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||