Position in BLK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$589,435
+$148,973 QoQ
Shares Held
613
+33.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,408
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, 2026Prestige Wealth Management Group LLC holds $974,833 across 30 Asset Management names. BLK ranks #1 (60.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
613 | $589,435 | |
| 2 | MUJ |
Blackrock Muniholdings New Jersey Quality Fund, Inc.
|
11,267 | $138,696 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
1,297 | $55,239 | |
| 4 | MAIN |
Main Street Capital CORP
|
650 | $33,722 | |
| 5 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
1,540 | $19,712 | |
| 6 | VKQ |
Invesco Municipal Trust
|
1,843 | $18,503 | |
| 7 | SAMG |
Silvercrest Asset Management Group Inc.
|
1,800 | $18,198 | |
| 8 | RJF |
Raymond James Financial Inc
|
111 | $16,875 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $589,435 | 613 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $440,462 | 458 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $484,863 | 453 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $503,654 | 432 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $448,029 | 427 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $384,270 | 406 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $409,018 | 399 | Shares | Other | 2026-02-20 | |
| No filing history on record for this holder in this stock. | ||||||