Aries Wealth Management

Position in BLK — BlackRock, Inc.

CIK 1729515 PORTLAND, ME

Position in BLK

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,522,149

-$237 QoQ

Shares Held

1,583

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#999

of 2,275 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Aries Wealth Management holds $4,213,209 across 6 Asset Management names. BLK ranks #1 (36.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc. This page	1,583	$1,522,149
2	KKR	KKR & Co. Inc.	8,864	$813,537
3	STT	State Street Corp	4,779	$810,518
4	AMP	Ameriprise Financial Inc	1,081	$495,919
5	ARES	Ares Management Corp	3,726	$414,741
6	FSK	FS KKR Capital Corp	14,890	$156,345

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,522,149	1,583	0.0%	Shares	Sole	2026-07-24
2026-03-31	$1,522,386	1,583	0.0%	Shares	Sole	2026-05-15
2025-12-31	$1,694,348	1,583	-2.6%	Shares	Sole	2026-01-30
2025-09-30	$1,894,538	1,625	+4.9%	Shares	Sole	2025-11-10
2025-06-30	$1,625,288	1,549	+13.1%	Shares	Sole	2025-07-28
2025-03-31	$1,295,731	1,369	+0.1%	Shares	Sole	2025-04-17
2024-12-31	$1,401,325	1,367	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.