JAMISON PRIVATE WEALTH MANAGEMENT, INC.

Position in BLK — BlackRock, Inc.

CIK 2006637 MILTON, GA

Position in BLK

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$6,042,443

+$160,625 QoQ

Shares Held

6,284

+2.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#585

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

JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds $26,670,156 across 5 Asset Management names. BLK ranks #2 (22.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	102,203	$12,026,227
2	BLK	BlackRock, Inc. This page	6,284	$6,042,443
3	KKR	KKR & Co. Inc.	46,522	$4,269,789
4	BN	BROOKFIELD Corp /ON/	76,191	$3,244,974
5	PSLV	Sprott Physical Silver Trust	57,590	$1,086,723

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,042,443	6,284	+2.7%	Shares	Sole	2026-07-16
2026-03-31	$5,881,818	6,116	+2.6%	Shares	Sole	2026-04-27
2025-12-31	$6,380,296	5,961	+0.8%	Shares	Sole	2026-01-15
2025-09-30	$6,894,955	5,914	+3.8%	Shares	Sole	2025-10-14
2025-06-30	$5,979,675	5,699	+1.6%	Shares	Sole	2025-07-22
2025-03-31	$5,311,645	5,612	+0.9%	Shares	Sole	2025-04-22
2024-12-31	$5,699,611	5,560	—	Shares	Sole	2025-01-21
No filing history on record for this holder in this stock.