Position in BLK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$849,057
-$30,907 QoQ
Shares Held
883
-3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#404
of 849 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, 2026SIERRA SUMMIT ADVISORS LLC holds $2,752,277 across 3 Asset Management names. BLK ranks #2 (30.8% of the industry book) .
All Filings in BLK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $849,057 | 883 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $879,964 | 915 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $887,311 | 829 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $947,852 | 813 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $841,498 | 802 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $732,575 | 774 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $866,217 | 845 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||