Position in BLK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,060,623
+$25,645 QoQ
Shares Held
2,143
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#910
of 2,275 holders
Holding Since
Dec 2024
7 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, 2026Accretive Wealth Partners, LLC holds $3,788,371 across 2 Asset Management names. BLK ranks #1 (54.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
2,143 | $2,060,623 | |
| 2 | BX |
Blackstone Inc.
|
14,683 | $1,727,748 |
All Filings in BLK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,060,623 | 2,143 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,034,978 | 2,116 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,262,698 | 2,114 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,445,995 | 2,098 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,175,095 | 2,073 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,939,337 | 2,049 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,897,478 | 1,851 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||