AA Financial Advisors, LLC

Position in BLK — BlackRock, Inc.

CIK 2016899 Columbus, OH

Position in BLK

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$305,776

-$14,473 QoQ

Shares Held

318

-4.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,742

of 2,275 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

AA Financial Advisors, LLC holds $5,109,727 across 4 Asset Management names. BLK ranks #3 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARCC	Ares Capital Corp	164,209	$3,042,792
2	DXYZ	Destiny Tech100 Inc.	58,000	$1,494,080
3	BLK	BlackRock, Inc. This page	318	$305,776
4	KKR	KKR & Co. Inc.	2,910	$267,079

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$305,776	318	-4.5%	Shares	Sole	2026-07-20
2026-03-31	$320,249	333	-27.8%	Shares	Sole	2026-04-21
2025-12-31	$493,426	461	-1.5%	Shares	Sole	2026-01-14
2025-09-30	$545,627	468	-29.7%	Shares	Sole	2025-10-14
2025-06-30	$698,800	666	-0.9%	Shares	Sole	2025-07-11
2025-03-31	$636,034	672	+47.7%	Shares	Sole	2025-04-17
2024-12-31	$466,425	455	—	Shares	Sole	2025-01-23
No filing history on record for this holder in this stock.