Position in BLK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,540,417
+$2,645 QoQ
Shares Held
1,602
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#995
of 2,275 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 96%
Shared 4%
None 0%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Petros Family Wealth, LLC holds $1,861,066 across 2 Asset Management names. BLK ranks #1 (82.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
1,602 | $1,540,417 | |
| 2 | BX |
Blackstone Inc.
|
2,725 | $320,649 |
All Filings in BLK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,540,417 | 1,602 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $1,537,772 | 1,599 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $1,544,498 | 1,443 | Shares | Other | 2026-01-14 | |
| 2025-09-30 | $2,167,350 | 1,859 | Shares | Other | 2025-10-17 | |
| 2025-06-30 | $1,888,648 | 1,800 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $1,633,622 | 1,726 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $1,758,061 | 1,715 | Shares | Other | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||