Position in BLK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,257,854
+$881,717 QoQ
Shares Held
7,548
+13.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#535
of 2,275 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Stamos Capital Partners, L.P. holds $19,830,536 across 5 Asset Management names. BLK ranks #1 (36.6% of the industry book) .
All Filings in BLK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,257,854 | 7,548 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,376,137 | 6,630 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,282,127 | 4,935 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,574,873 | 3,924 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,055,221 | 5,771 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,480,636 | 4,734 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,731,400 | 3,640 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||