Trifecta Capital Advisors, LLC

Position in BLK — BlackRock, Inc.

CIK 1962615 NORTHBROOK, IL

Position in BLK

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$5,673,204

+$80,861 QoQ

Shares Held

5,900

+1.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

#597

of 2,274 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Trifecta Capital Advisors, LLC holds $6,256,714 across 6 Asset Management names. BLK ranks #1 (90.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc. This page	5,900	$5,673,204
2	AMP	Ameriprise Financial Inc	1,262	$578,955
3	AMG	Affiliated Managers Group, Inc.	5	$1,692
4	KKR	KKR & Co. Inc.	15	$1,376
5	STT	State Street Corp	6	$1,017
6	BX	Blackstone Inc.	4	$470

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,673,204	5,900	+1.5%	Shares	Sole	2026-08-03
2026-03-31	$5,592,343	5,815	+1.2%	Shares	Sole	2026-05-01
2025-12-31	$6,149,103	5,745	+3.6%	Shares	Sole	2026-01-30
2025-09-30	$6,464,749	5,545	+2.6%	Shares	Sole	2025-11-03
2025-06-30	$5,671,196	5,405	+16.2%	Shares	Sole	2025-07-23
2025-03-31	$4,403,971	4,653	+5.8%	Shares	Sole	2025-04-21
2024-12-31	$4,507,408	4,397	—	Shares	Sole	2025-02-04
No filing history on record for this holder in this stock.