Position in BLK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$325,007
-$27,940 QoQ
Shares Held
338
-7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026Foster Victor Wealth Advisors, LLC holds $20,758,014 across 6 Asset Management names. BLK ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OWL |
Blue Owl Capital Inc.
|
1,766,585 | $15,457,618 | |
| 2 | IVZ |
Invesco Ltd.
|
12,287 | $3,722,592 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
12,236 | $521,131 | |
| 4 | BCSF |
Bain Capital Specialty Finance, Inc.
|
31,278 | $391,600 | |
| 5 | BX |
Blackstone Inc.
|
2,890 | $340,066 | |
| 6 | BLK |
BlackRock, Inc.
This page
|
338 | $325,007 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,007 | 338 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $352,947 | 367 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $367,126 | 343 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $396,395 | 340 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $367,237 | 350 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $326,535 | 345 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $352,637 | 344 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||