Position in BLK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$287,506
-$45 QoQ
Shares Held
299
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#1,777
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, 2026ShoreHaven Wealth Partners, LLC holds $526,506 across 2 Asset Management names. BLK ranks #1 (54.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
299 | $287,506 | |
| 2 | PCN |
Pimco Corporate & Income Strategy Fund
|
20,000 | $239,000 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,506 | 299 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $287,551 | 299 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $318,961 | 298 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $347,429 | 298 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $311,627 | 297 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $281,104 | 297 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $303,432 | 296 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||