Position in BLK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$710,592
-$23,192 QoQ
Shares Held
739
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,341
of 2,275 holders
Holding Since
Mar 2025
6 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, 2026FORTEM FINANCIAL GROUP, LLC holds $6,490,790 across 6 Asset Management names. BLK ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
125,998 | $2,348,602 | |
| 2 | BX |
Blackstone Inc.
|
19,651 | $2,312,333 | |
| 3 | BLK |
BlackRock, Inc.
This page
|
739 | $710,592 | |
| 4 | BST |
BlackRock Science & Technology Trust
|
13,791 | $699,341 | |
| 5 | RVT |
Royce Small-Cap Trust, Inc.
|
16,450 | $303,831 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
10,680 | $116,091 |
All Filings in BLK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $710,592 | 739 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $733,784 | 763 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $664,681 | 621 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $744,990 | 639 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $720,834 | 687 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $657,803 | 695 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||