Global Retirement Partners, LLC
PensionPosition in BLK — BlackRock, Inc.
CIK 1749744
San Rafael, CA
Position in BLK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,666,476
-$498,892 QoQ
Shares Held
11,810
+22.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
11 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Global Retirement Partners, LLC holds $152,358,243 across 226 Asset Management names. BLK ranks #3 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
1,015,229 | $95,541,342 | |
| 2 | STT |
State Street Corp
|
89,779 | $5,959,265 | |
| 3 | BLK |
BlackRock, Inc.
This page
|
11,810 | $5,666,476 | |
| 4 | BX |
Blackstone Inc.
|
44,901 | $5,283,500 | |
| 5 | BXSL |
Blackstone Secured Lending Fund
|
103,935 | $2,464,298 | |
| 6 | CII |
BlackRock Enhanced Large Cap Core Fund, Inc.
|
64,990 | $1,699,488 | |
| 7 | APO |
Apollo Global Management, Inc.
|
12,053 | $1,425,990 | |
| 8 | ARCC |
Ares Capital Corp
|
75,075 | $1,391,139 |
All Filings in BLK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,277,041 | 5,488 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $5,947,879 | 5,557 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,395,962 | 5,486 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,695,329 | 5,428 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $5,971,265 | 5,825 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||