Position in BLK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$26,923
-$16,353 QoQ
Shares Held
28
-37.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,152
of 2,284 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Ameliora Wealth Management Ltd. holds $79,715 across 5 Asset Management names. BLK ranks #2 (33.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RA |
Brookfield Real Assets Income Fund Inc.
|
2,380 | $30,654 | |
| 2 | BLK |
BlackRock, Inc.
This page
|
28 | $26,923 | |
| 3 | APO |
Apollo Global Management, Inc.
|
150 | $17,746 | |
| 4 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
167 | $3,112 | |
| 5 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
100 | $1,280 |
All Filings in BLK
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,923 | 28 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $43,276 | 45 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $54,587 | 51 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $26,815 | 23 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||