SAGE RHINO CAPITAL LLC

Position in BLK — BlackRock, Inc.

CIK 1771605 MENLO PARK, CA

Position in BLK

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,208,680

-$8,844 QoQ

Shares Held

1,257

-0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#1,098

of 2,275 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SAGE RHINO CAPITAL LLC holds $2,701,610 across 4 Asset Management names. BLK ranks #1 (44.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc. This page	1,257	$1,208,680
2	KKR	KKR & Co. Inc.	7,332	$672,930
3	BX	Blackstone Inc.	5,648	$664,600
4	ETB	Eaton Vance Tax-Managed Buy-Write Income Fund	10,000	$155,400

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,208,680	1,257	-0.7%	Shares	Sole	2026-08-03
2026-03-31	$1,217,524	1,266	+2.7%	Shares	Sole	2026-04-28
2025-12-31	$1,319,729	1,233	+2.1%	Shares	Sole	2026-01-30
2025-09-30	$1,408,370	1,208	+0.2%	Shares	Sole	2025-10-31
2025-06-30	$1,264,346	1,205	-0.1%	Shares	Sole	2025-07-17
2025-03-31	$1,141,454	1,206	+1.1%	Shares	Sole	2025-05-01
2024-12-31	$1,222,956	1,193	—	Shares	Sole	2025-02-06
No filing history on record for this holder in this stock.