Regent Peak Wealth Advisors LLC

Position in BLK — BlackRock, Inc.

CIK 1803329 ATLANTA, GA

Position in BLK

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$485,587

+$3,771 QoQ

Shares Held

505

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,506

of 2,275 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Regent Peak Wealth Advisors LLC holds $5,424,308 across 4 Asset Management names. BLK ranks #3 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OWL	Blue Owl Capital Inc.	462,338	$4,045,457
2	APO	Apollo Global Management, Inc.	4,719	$558,304
3	BLK	BlackRock, Inc. This page	505	$485,587
4	STT	State Street Corp	1,975	$334,960

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$485,587	505	+0.8%	Shares	Sole	2026-07-10
2026-03-31	$481,816	501	+1.4%	Shares	Sole	2026-04-14
2025-12-31	$528,747	494	+1.0%	Shares	Sole	2026-01-08
2025-09-30	$570,110	489	+0.6%	Shares	Sole	2025-10-16
2025-03-31	$459,989	486	+1.0%	Shares	Sole	2025-04-14
2024-12-31	$493,077	481	—	Shares	Sole	2025-01-16
No filing history on record for this holder in this stock.