Position in BLK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$757,709
+$3,729 QoQ
Shares Held
788
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#474
of 926 holders
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, 2026Cypress Wealth Services, LLC holds $8,523,931 across 11 Asset Management names. BLK ranks #5 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
90,754 | $1,712,527 | |
| 2 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
124,509 | $1,368,353 | |
| 3 | PHYS |
Sprott Physical Gold Trust
|
44,931 | $1,355,568 | |
| 4 | VCV |
Invesco California Value Municipal Income Trust
|
71,687 | $773,502 | |
| 5 | BLK |
BlackRock, Inc.
This page
|
788 | $757,709 | |
| 6 | CEV |
Eaton Vance California Municipal Income Trust
|
63,476 | $667,767 | |
| 7 | ARCC |
Ares Capital Corp
|
32,675 | $605,467 | |
| 8 | RMI |
RiverNorth Opportunistic Municipal Income Fund, Inc.
|
32,500 | $503,425 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $757,709 | 788 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $753,980 | 784 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $858,412 | 802 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $949,018 | 814 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,025,117 | 977 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $886,851 | 937 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,029,210 | 1,004 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||