Position in BLK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$305,776
-$14,473 QoQ
Shares Held
318
-4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,742
of 2,272 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, 2026Insight Advisors, LLC/ PA holds $5,932,010 across 11 Asset Management names. BLK ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
16,181 | $1,839,617 | |
| 2 | BX |
Blackstone Inc.
|
11,161 | $1,313,314 | |
| 3 | PHYS |
Sprott Physical Gold Trust
|
32,674 | $985,774 | |
| 4 | FTHY |
First Trust High Yield Opportunities 2027 Term Fund
|
48,135 | $659,449 | |
| 5 | BLK |
BlackRock, Inc.
This page
|
318 | $305,776 | |
| 6 | AMP |
Ameriprise Financial Inc
|
561 | $257,364 | |
| 7 | FSK |
FS KKR Capital Corp
|
16,423 | $172,441 | |
| 8 | GAB |
Gabelli Equity Trust Inc
|
21,842 | $123,625 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,776 | 318 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $320,249 | 333 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $381,041 | 356 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $415,049 | 356 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $374,582 | 357 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $337,893 | 357 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $368,014 | 359 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||