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Equibles

SHP Wealth Management

Position in BLK — BlackRock, Inc.

CIK 1807060 PLYMOUTH, MA
Back to BLK Full portfolio

Position in BLK

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$254,813
+$10,539 QoQ
Shares Held
265
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 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, 2026

SHP Wealth Management holds $128,482,887 across 79 Asset Management names. BLK ranks #6 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 2,053,476 $124,290,903
2 BTX
BlackRock Technology & Private Equity Term Trust
 89,671 $809,729
3 BN
BROOKFIELD Corp /ON/
 17,052 $726,244
4 STT
State Street Corp
 5,972 $702,809
5 SEIC
Sei Investments Co
 4,566 $400,483
6 BLK
BlackRock, Inc.
This page 		265 $254,813
7 BX
Blackstone Inc.
 1,136 $133,673
8 HYT
Blackrock Corporate High Yield Fund, Inc.
 15,070 $128,999

All Filings in BLK

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $254,813 265
2026-03-31 $244,274 254
2025-12-31 $295,413 276