Position in BLK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$260,582
+$5,729 QoQ
Shares Held
271
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,832
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, 2026Alliance Wealth Advisors, LLC holds $451,398 across 2 Asset Management names. BLK ranks #1 (57.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
271 | $260,582 | |
| 2 | FSK |
FS KKR Capital Corp
|
18,173 | $190,816 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,582 | 271 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $254,853 | 265 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $280,429 | 262 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $296,130 | 254 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $351,498 | 335 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $314,231 | 332 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $334,185 | 326 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||