Harvest Investment Advisors, LLC

Position in BLK — BlackRock, Inc.

CIK 1967261 TALLAHASSEE, FL

Position in BLK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,039,468

+$59,308 QoQ

Shares Held

2,121

+3.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.41%

of 13F equity value

Holder Rank

#914

of 2,275 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Harvest Investment Advisors, LLC holds $10,278,048 across 4 Asset Management names. BLK ranks #3 (19.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STT	State Street Corp	19,008	$3,223,756
2	NTRS	Northern Trust Corp	17,167	$2,984,311
3	BLK	BlackRock, Inc. This page	2,121	$2,039,468
4	BX	Blackstone Inc.	17,256	$2,030,513

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,039,468	2,121	+3.0%	Shares	Sole	2026-08-14
2026-03-31	$1,980,160	2,059	+2.9%	Shares	Sole	2026-08-14
2025-12-31	$2,141,750	2,001	+2.6%	Shares	Sole	2026-02-17
2025-09-30	$2,273,446	1,950	+0.3%	Shares	Sole	2026-08-14
2025-06-30	$2,040,791	1,945	-0.7%	Shares	Sole	2025-08-14
2025-03-31	$1,853,207	1,958	+0.5%	Shares	Sole	2025-05-12
2024-12-31	$1,997,939	1,949	-2.3%	Shares	Sole	2025-02-14
2024-09-30	$1,894,272	1,995	—	Shares	Sole	2024-11-15
No filing history on record for this holder in this stock.