Position in BLK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$511,549
+$21,077 QoQ
Shares Held
532
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,484
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, 2026Founders Financial Alliance, LLC holds $13,522,330 across 38 Asset Management names. BLK ranks #9 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOF |
Guggenheim Strategic Opportunities Fund
|
117,396 | $1,281,964 | |
| 2 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
40,261 | $1,114,424 | |
| 3 | BME |
BlackRock Health Sciences Trust
|
19,200 | $824,640 | |
| 4 | ACP |
abrdn Income Credit Strategies Fund
|
157,320 | $818,064 | |
| 5 | OXLC |
Oxford Lane Capital Corp.
|
88,808 | $777,958 | |
| 6 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
61,571 | $722,843 | |
| 7 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
50,344 | $644,403 | |
| 8 | BCIC |
BCP Investment Corp
|
80,706 | $587,539 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,549 | 532 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $490,472 | 510 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $370,337 | 346 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $601,588 | 516 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $357,794 | 341 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $484,597 | 512 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $384,416 | 375 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||