Position in BLK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$569,243
+$49,920 QoQ
Shares Held
592
+9.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,422
of 2,275 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Meridian Wealth Management, LLC holds $28,626,622 across 25 Asset Management names. BLK ranks #10 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAIN |
Main Street Capital CORP
|
108,809 | $5,645,010 | |
| 2 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
373,362 | $5,163,596 | |
| 3 | ARCC |
Ares Capital Corp
|
253,713 | $4,701,301 | |
| 4 | ARES |
Ares Management Corp
|
31,354 | $3,490,013 | |
| 5 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
127,068 | $1,890,771 | |
| 6 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
46,138 | $1,277,099 | |
| 7 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
79,209 | $1,230,907 | |
| 8 | STK |
Columbia Seligman Premium Technology Growth Fund, Inc.
|
17,839 | $960,986 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $569,243 | 592 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $519,323 | 540 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $786,699 | 735 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $814,943 | 699 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $623,254 | 594 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $475,132 | 502 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $481,801 | 470 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||