Position in BLK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,619,289
-$2,332 QoQ
Shares Held
2,724
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
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)
Position in Asset Management
Financial Services · as of Jun 30, 2026CFO4Life Group, LLC holds $9,233,563 across 16 Asset Management names. BLK ranks #1 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
2,724 | $2,619,289 | |
| 2 | BXSL |
Blackstone Secured Lending Fund
|
56,186 | $1,332,170 | |
| 3 | NTRS |
Northern Trust Corp
|
5,803 | $1,008,793 | |
| 4 | CII |
BlackRock Enhanced Large Cap Core Fund, Inc.
|
35,525 | $928,978 | |
| 5 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
47,086 | $731,716 | |
| 6 | IVZ |
Invesco Ltd.
|
3,099 | $500,612 | |
| 7 | BCSF |
Bain Capital Specialty Finance, Inc.
|
28,226 | $353,389 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
9,494 | $286,433 |
All Filings in BLK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,619,289 | 2,724 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,621,621 | 2,726 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,962,701 | 2,768 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,234,123 | 2,774 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,906,422 | 2,770 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,886,764 | 3,050 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,285,477 | 3,205 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||