Synergy Asset Management, LLC

Position in BLK — BlackRock, Inc.

CIK 1699080 VANCOUVER, WA

Position in BLK

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$280,775

New position

Shares Held

292

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,789

of 2,272 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Synergy Asset Management, LLC holds $2,137,666 across 5 Asset Management names. BLK ranks #3 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSLV	Sprott Physical Silver Trust	51,807	$977,598
2	PHYS	Sprott Physical Gold Trust	15,670	$472,763
3	BLK	BlackRock, Inc. This page	292	$280,775
4	WT	WisdomTree, Inc.	13,236	$224,217
5	PDI	PIMCO Dynamic Income Fund	10,917	$182,313

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$280,775	292	—	Shares	Sole	2026-07-22
No filing history on record for this holder in this stock.