Thrive Wealth Management, LLC

Position in BLK — BlackRock, Inc.

CIK 1847610 AUDUBON, PA

Position in BLK

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$250,005

-$11,580 QoQ

Shares Held

260

-4.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,854

of 2,275 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Thrive Wealth Management, LLC holds $7,224,443 across 4 Asset Management names. BLK ranks #3 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SEIC	Sei Investments Co	73,935	$6,484,838
2	BAM	Brookfield Asset Management Ltd.	6,000	$269,100
3	BLK	BlackRock, Inc. This page	260	$250,005
4	GDV	Gabelli Dividend & Income Trust	7,500	$220,500

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$250,005	260	-4.4%	Shares	Sole	2026-07-07
2026-03-31	$261,585	272	-3.9%	Shares	Sole	2026-04-09
2025-12-31	$302,906	283	-4.1%	Shares	Sole	2026-01-12
2025-09-30	$343,931	295	-2.6%	Shares	Sole	2025-10-07
2025-06-30	$317,922	303	-2.6%	Shares	Sole	2025-07-09
2025-03-31	$294,355	311	-10.6%	Shares	Sole	2025-04-10
2024-12-31	$356,738	348	—	Shares	Sole	2025-01-16
No filing history on record for this holder in this stock.