PUREfi Wealth, LLC

Position in BLK — BlackRock, Inc.

CIK 2001520 BOSTON, MA

Position in BLK

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$549,050

+$15,301 QoQ

Shares Held

571

+2.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#1,443

of 2,275 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PUREfi Wealth, LLC holds $2,014,193 across 4 Asset Management names. BLK ranks #2 (27.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APO	Apollo Global Management, Inc.	7,341	$868,513
2	BLK	BlackRock, Inc. This page	571	$549,050
3	VCTR	Victory Capital Holdings, Inc.	5,000	$420,300
4	OWL	Blue Owl Capital Inc.	20,152	$176,330

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$549,050	571	+2.9%	Shares	Sole	2026-07-27
2026-03-31	$533,749	555	+23.9%	Shares	Sole	2026-04-28
2025-12-31	$479,512	448	-2.6%	Shares	Sole	2026-01-12
2025-09-30	$536,300	460	+2.0%	Shares	Sole	2025-10-21
2025-06-30	$473,211	451	-1.5%	Shares	Sole	2025-07-22
2025-03-31	$433,487	458	-18.2%	Shares	Sole	2025-04-21
2024-12-31	$574,061	560	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.