Position in BLK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$348,084
-$34,676 QoQ
Shares Held
362
-9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,665
of 2,284 holders
Holding Since
Mar 2025
6 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, 2026CVA Family Office, LLC holds $2,139,708 across 34 Asset Management names. BLK ranks #1 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
362 | $348,084 | |
| 2 | NTRS |
Northern Trust Corp
|
1,525 | $265,106 | |
| 3 | AMP |
Ameriprise Financial Inc
|
505 | $231,673 | |
| 4 | BX |
Blackstone Inc.
|
1,629 | $191,684 | |
| 5 | PFG |
Principal Financial Group Inc
|
1,302 | $140,329 | |
| 6 | TROW |
Price T Rowe Group Inc
|
1,202 | $136,655 | |
| 7 | STT |
State Street Corp
|
804 | $136,358 | |
| 8 | RJF |
Raymond James Financial Inc
|
733 | $111,437 |
All Filings in BLK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348,084 | 362 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $382,760 | 398 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $353,212 | 330 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $383,571 | 329 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $339,957 | 324 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $323,696 | 342 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||