Position in BLK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$200,966
New position
Shares Held
209
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,976
of 2,275 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Madison Wealth Partners, Inc holds $842,718 across 5 Asset Management names. BLK ranks #2 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
23,948 | $311,563 | |
| 2 | BLK |
BlackRock, Inc.
This page
|
209 | $200,966 | |
| 3 | PTY |
Pimco Corporate & Income Opportunity Fund
|
14,622 | $175,902 | |
| 4 | EDF |
Virtus Stone Harbor Emerging Markets Income Fund
|
16,000 | $89,280 | |
| 5 | PHK |
Pimco High Income Fund
|
13,950 | $65,007 |
All Filings in BLK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,966 | 209 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||