Position in BLK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$949,059
-$148 QoQ
Shares Held
987
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,209
of 2,275 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, 2026Meridian Wealth Advisors, LLC holds $5,826,873 across 6 Asset Management names. BLK ranks #3 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSQ |
Calamos Strategic Total Return Fund
|
85,722 | $1,762,444 | |
| 2 | RJF |
Raymond James Financial Inc
|
9,383 | $1,426,497 | |
| 3 | BLK |
BlackRock, Inc.
This page
|
987 | $949,059 | |
| 4 | BX |
Blackstone Inc.
|
6,840 | $804,862 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
23,469 | $708,059 | |
| 6 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
17,936 | $175,952 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $949,059 | 987 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $949,207 | 987 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,111,012 | 1,038 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,274,295 | 1,093 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,102,761 | 1,051 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,017,466 | 1,075 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,172,725 | 1,144 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||