Position in BLK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$8,629,039
+$215,039 QoQ
Shares Held
8,974
+2.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#497
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, 2026Cyndeo Wealth Partners, LLC holds $103,666,777 across 23 Asset Management names. BLK ranks #6 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
583,054 | $17,590,739 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
927,452 | $15,488,448 | |
| 3 | JFR |
Nuveen Floating Rate Income Fund
|
1,999,420 | $15,335,551 | |
| 4 | BIT |
BlackRock Multi-Sector Income Trust
|
915,131 | $11,457,440 | |
| 5 | PSLV |
Sprott Physical Silver Trust
|
576,722 | $10,882,744 | |
| 6 | BLK |
BlackRock, Inc.
This page
|
8,974 | $8,629,039 | |
| 7 | PWRL |
Powerlaw Corp.
|
254,937 | $3,742,475 | |
| 8 | EVV |
Eaton Vance Ltd Duration Income Fund
|
391,237 | $3,665,890 |
All Filings in BLK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,629,039 | 8,974 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $8,414,000 | 8,749 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,721,572 | 3,477 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,588,547 | 3,078 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $3,064,859 | 2,921 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,035,449 | 1,094 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $8,811,845 | 8,596 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||