Position in BLK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,136,563
+$17,133 QoQ
Shares Held
1,182
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#1,135
of 2,275 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Southland Equity Partners LLC holds $4,853,809 across 6 Asset Management names. BLK ranks #2 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NAC |
Nuveen California Quality Municipal Income Fund
|
184,440 | $2,235,412 | |
| 2 | BLK |
BlackRock, Inc.
This page
|
1,182 | $1,136,563 | |
| 3 | SII |
Sprott Inc.
|
5,027 | $564,783 | |
| 4 | BX |
Blackstone Inc.
|
4,356 | $512,570 | |
| 5 | STT |
State Street Corp
|
1,382 | $234,387 | |
| 6 | AWF |
Alliancebernstein Global High Income Fund Inc
|
16,514 | $170,094 |
All Filings in BLK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,136,563 | 1,182 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,119,430 | 1,164 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,244,805 | 1,163 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,441,015 | 1,236 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,296,873 | 1,236 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,169,849 | 1,236 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,266,010 | 1,235 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||