Position in BLK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$276,929
+$919 QoQ
Shares Held
288
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,805
of 2,284 holders
Holding Since
Mar 2025
6 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, 2026Strategies Wealth Advisors, LLC holds $1,433,882 across 6 Asset Management names. BLK ranks #3 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSQ |
Calamos Strategic Total Return Fund
|
17,962 | $369,298 | |
| 2 | ARCC |
Ares Capital Corp
|
18,526 | $343,286 | |
| 3 | BLK |
BlackRock, Inc.
This page
|
288 | $276,929 | |
| 4 | OBDC |
Blue Owl Capital Corp
|
22,082 | $240,031 | |
| 5 | PFLT |
PennantPark Floating Rate Capital Ltd.
|
14,770 | $110,479 | |
| 6 | PSEC |
Prospect Capital Corp
|
40,632 | $93,859 |
All Filings in BLK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,929 | 288 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $276,010 | 287 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $678,595 | 634 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $640,062 | 549 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $518,329 | 494 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $465,668 | 492 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||