Position in BLK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,431,762
+$180,578 QoQ
Shares Held
1,489
+14.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
#1,027
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, 2026COLTON GROOME FINANCIAL ADVISORS, LLC holds $1,601,352 across 2 Asset Management names. BLK ranks #1 (89.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
1,489 | $1,431,762 | |
| 2 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
13,167 | $169,590 |
All Filings in BLK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,431,762 | 1,489 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,251,184 | 1,301 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,342,206 | 1,254 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,278,959 | 1,097 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,140,534 | 1,087 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,005,161 | 1,062 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,147,098 | 1,119 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||