Shepherd Financial Partners LLC

Position in BLK — BlackRock, Inc.

CIK 1696628 WINCHESTER, MA

Position in BLK

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$4,736,644

-$48,824 QoQ

Shares Held

4,926

-1.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#649

of 2,275 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Shepherd Financial Partners LLC holds $8,996,684 across 5 Asset Management names. BLK ranks #1 (52.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc. This page	4,926	$4,736,644
2	BX	Blackstone Inc.	28,606	$3,366,068
3	PFG	Principal Financial Group Inc	3,026	$326,142
4	MSIF	Msc Income Fund, Inc.	28,187	$326,123
5	APO	Apollo Global Management, Inc.	2,043	$241,707

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,736,644	4,926	-1.0%	Shares	Sole	2026-08-10
2026-03-31	$4,785,468	4,976	-0.9%	Shares	Sole	2026-05-11
2025-12-31	$5,375,247	5,022	-0.1%	Shares	Sole	2026-02-10
2025-09-30	$5,860,828	5,027	+0.3%	Shares	Sole	2025-11-07
2025-06-30	$5,258,841	5,012	+1.2%	Shares	Sole	2025-08-13
2025-03-31	$4,689,808	4,955	+2.7%	Shares	Sole	2025-04-18
2024-12-31	$4,945,130	4,824	—	Shares	Sole	2025-01-28
No filing history on record for this holder in this stock.