Position in BLK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$680,784
-$106 QoQ
Shares Held
708
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,360
of 2,275 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Powell Investment Advisors, LLC holds $3,401,437 across 11 Asset Management names. BLK ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
6,800 | $800,156 | |
| 2 | BLK |
BlackRock, Inc.
This page
|
708 | $680,784 | |
| 3 | FTF |
Franklin Ltd Duration Income Trust
|
60,337 | $349,351 | |
| 4 | APO |
Apollo Global Management, Inc.
|
2,897 | $342,744 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
6,551 | $279,007 | |
| 6 | HTD |
John Hancock Tax-Advantaged Dividend Income Fund
|
10,100 | $257,449 | |
| 7 | OPP |
RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
|
27,636 | $213,349 | |
| 8 | NZF |
Nuveen Municipal Credit Income Fund
|
13,474 | $170,850 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $680,784 | 708 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $680,890 | 708 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $757,800 | 708 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $825,435 | 708 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $742,869 | 708 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $670,107 | 708 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $725,777 | 708 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||