Position in BLK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$247,120
+$38,404 QoQ
Shares Held
257
+31.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#603
of 770 holders
Holding Since
Dec 2024
4 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, 2026Legacy Advisors, LLC holds $2,477,223 across 8 Asset Management names. BLK ranks #5 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
5,474 | $644,125 | |
| 2 | NML |
Neuberger Energy Infrastructure & Income Fund Inc.
|
50,000 | $507,000 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
9,161 | $390,166 | |
| 4 | KKR |
KKR & Co. Inc.
|
3,172 | $291,126 | |
| 5 | BLK |
BlackRock, Inc.
This page
|
257 | $247,120 | |
| 6 | OWL |
Blue Owl Capital Inc.
|
17,000 | $148,750 | |
| 7 | MHD |
Blackrock Muniholdings Fund, Inc.
|
12,019 | $143,026 | |
| 8 | CION |
CION Investment Corp
|
17,000 | $105,910 |
All Filings in BLK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,120 | 257 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $208,716 | 195 | Shares | Sole | 2026-01-27 | |
| 2025-03-31 | $647,392 | 684 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $667,346 | 651 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||