Position in BLK
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$376,931
-$28,910 QoQ
Shares Held
392
-7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,627
of 2,272 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $5,935,567 across 10 Asset Management names. BLK ranks #8 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
10,603 | $1,254,440 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
43,227 | $815,693 | |
| 3 | BX |
Blackstone Inc.
|
5,832 | $686,251 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
15,957 | $679,608 | |
| 5 | AMP |
Ameriprise Financial Inc
|
1,202 | $551,429 | |
| 6 | SEIC |
Sei Investments Co
|
6,053 | $530,908 | |
| 7 | KKR |
KKR & Co. Inc.
|
5,692 | $522,411 | |
| 8 | BLK |
BlackRock, Inc.
This page
|
392 | $376,931 |
All Filings in BLK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,931 | 392 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $405,841 | 422 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $431,347 | 403 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $469,845 | 403 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $408,158 | 389 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $366,287 | 387 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||