Position in BLK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,529,784
+$42,075 QoQ
Shares Held
4,176
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
7 quarters on record
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $62,607,907 across 112 Asset Management names. BLK ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
461,944 | $24,767,368 | |
| 2 | IVZ |
Invesco Ltd.
|
192,118 | $10,619,025 | |
| 3 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
115,599 | $3,199,780 | |
| 4 | BX |
Blackstone Inc.
|
23,291 | $2,740,651 | |
| 5 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
228,623 | $2,684,034 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
59,199 | $2,381,575 | |
| 7 | BLK |
BlackRock, Inc.
This page
|
4,176 | $1,529,784 | |
| 8 | ARCC |
Ares Capital Corp
|
79,181 | $1,467,223 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,359,645 | 1,414 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,338,700 | 1,392 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,619,424 | 1,513 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,653,203 | 1,418 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,462,654 | 1,394 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,572,103 | 1,661 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,521,263 | 1,484 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||