Position in BLK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$687,515
+$12,395 QoQ
Shares Held
715
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,351
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, 2026Quotient Wealth Partners, LLC holds $2,645,094 across 8 Asset Management names. BLK ranks #1 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
715 | $687,515 | |
| 2 | BX |
Blackstone Inc.
|
3,913 | $460,442 | |
| 3 | APO |
Apollo Global Management, Inc.
|
3,036 | $359,189 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
8,382 | $252,884 | |
| 5 | STT |
State Street Corp
|
1,432 | $242,867 | |
| 6 | KKR |
KKR & Co. Inc.
|
2,468 | $226,513 | |
| 7 | AMP |
Ameriprise Financial Inc
|
465 | $213,323 | |
| 8 | ARES |
Ares Management Corp
|
1,818 | $202,361 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $687,515 | 715 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $675,120 | 702 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $770,644 | 720 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $884,895 | 759 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $767,001 | 731 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $637,927 | 674 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $757,556 | 739 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||