Coastwise Capital Group, LLC

Position in BLK — BlackRock, Inc.

CIK 1934500 LA JOLLA, CA

Position in BLK

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$268,275

+$22,078 QoQ

Shares Held

279

+9.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,814

of 2,275 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Coastwise Capital Group, LLC holds $842,128 across 4 Asset Management names. BLK ranks #1 (31.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc. This page	279	$268,275
2	ARES	Ares Management Corp	2,134	$237,535
3	PHYS	Sprott Physical Gold Trust	7,200	$217,224
4	NUV	Nuveen Municipal Value Fund Inc	12,917	$119,094

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$268,275	279	+9.0%	Shares	Sole	2026-07-16
2026-03-31	$246,197	256	+34.7%	Shares	Sole	2026-05-08
2025-12-31	$203,364	190	+0.5%	Shares	Sole	2026-02-12
2025-09-30	$220,349	189	—	Shares	Sole	2025-10-17
No filing history on record for this holder in this stock.