Position in BLK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$983,675
-$19,388 QoQ
Shares Held
1,023
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,196
of 2,275 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MBL Wealth, LLC holds $2,823,609 across 6 Asset Management names. BLK ranks #1 (34.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
1,023 | $983,675 | |
| 2 | BX |
Blackstone Inc.
|
6,198 | $729,318 | |
| 3 | CEF |
Sprott Physical Gold & Silver Trust
|
13,235 | $532,444 | |
| 4 | KKR |
KKR & Co. Inc.
|
3,070 | $281,764 | |
| 5 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
19,150 | $187,861 | |
| 6 | GCV |
Gabelli Convertible & Income Securities Fund Inc
|
23,194 | $108,547 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $983,675 | 1,023 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,003,063 | 1,043 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,037,159 | 969 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $633,067 | 543 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $592,826 | 565 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $493,116 | 521 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $437,721 | 427 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||