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Beacon Pointe Advisors, LLC

Position in BLK — BlackRock, Inc.

CIK 1744317 NEWPORT BEACH, CA

Position in BLK

as of Jun 30, 2026 · filed Aug 18, 2026
Position Value
$12,718,554
+$8,506,265 QoQ
Shares Held
13,227
+202.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#412
of 2,274 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)

Derivatives in BLK

reported options exposure · as of Dec 31, 2025
CallValue
$0
CallShares
0
PutValue
$428,136
PutShares
400

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Asset Management

Financial Services · as of Jun 30, 2026

Beacon Pointe Advisors, LLC holds $201,697,833 across 100 Asset Management names. BLK ranks #4 (6.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 BLK
BlackRock, Inc.
This page
13,227 $12,718,554

All Filings in BLK

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $12,718,554 13,227
2026-03-31 $4,212,289 4,380
2025-12-31 $428,136 400
2025-12-31 $2,712,241 2,534
2025-09-30 $2,702,486 2,318
2025-09-30 $582,935 500
2025-06-30 $2,932,653 2,795
2025-03-31 $2,468,419 2,608
2024-12-31 $2,806,751 2,738