Position in BLK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,194,302
+$4,310 QoQ
Shares Held
3,322
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.84%
of 13F equity value
Holder Rank
#766
of 2,275 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Summit Place Financial Advisors, LLC holds $5,876,942 across 2 Asset Management names. BLK ranks #1 (54.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
3,322 | $3,194,302 | |
| 2 | BX |
Blackstone Inc.
|
22,798 | $2,682,640 |
All Filings in BLK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,194,302 | 3,322 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,189,992 | 3,317 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,550,317 | 3,317 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,134,175 | 3,546 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,704,901 | 3,531 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,318,358 | 3,506 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $3,588,910 | 3,501 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||