Position in BLK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$345,200
New position
Shares Held
359
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,662
of 2,275 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 20261900 WEALTH MANAGEMENT LLC holds $1,968,590 across 6 Asset Management names. BLK ranks #3 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSWC |
Capital Southwest Corp
|
18,272 | $434,325 | |
| 2 | BSTZ |
BlackRock Science & Technology Term Trust
|
13,524 | $406,125 | |
| 3 | BLK |
BlackRock, Inc.
This page
|
359 | $345,200 | |
| 4 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
23,459 | $324,437 | |
| 5 | KKR |
KKR & Co. Inc.
|
2,661 | $244,226 | |
| 6 | BX |
Blackstone Inc.
|
1,821 | $214,277 |
All Filings in BLK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,200 | 359 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||