Position in BLK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$394,239
+$19,173 QoQ
Shares Held
410
+5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,603
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, 2026EVERPAR ADVISORS LLC holds $2,762,532 across 7 Asset Management names. BLK ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXSL |
Blackstone Secured Lending Fund
|
23,175 | $549,479 | |
| 2 | BX |
Blackstone Inc.
|
4,375 | $514,806 | |
| 3 | BLK |
BlackRock, Inc.
This page
|
410 | $394,239 | |
| 4 | AMP |
Ameriprise Financial Inc
|
852 | $390,863 | |
| 5 | APO |
Apollo Global Management, Inc.
|
2,971 | $351,499 | |
| 6 | LDP |
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
|
13,290 | $281,216 | |
| 7 | MSDL |
Morgan Stanley Direct Lending Fund
|
18,547 | $280,430 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,239 | 410 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $375,066 | 390 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $390,674 | 365 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $383,571 | 329 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $327,366 | 312 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $267,853 | 283 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $301,382 | 294 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||