Position in BLK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,271,608
+$1,722,472 QoQ
Shares Held
5,422
+849.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Diversify Advisory Services, LLC holds $74,973,506 across 38 Asset Management names. BLK ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
973,738 | $34,625,620 | |
| 2 | BX |
Blackstone Inc.
|
63,689 | $7,494,284 | |
| 3 | OWL |
Blue Owl Capital Inc.
|
540,535 | $4,729,681 | |
| 4 | STT |
State Street Corp
|
47,805 | $3,543,636 | |
| 5 | BLK |
BlackRock, Inc.
This page
|
5,422 | $2,271,608 | |
| 6 | OTF |
Blue Owl Technology Finance Corp.
|
217,264 | $2,248,682 | |
| 7 | FSK |
FS KKR Capital Corp
|
201,020 | $2,110,710 | |
| 8 | BXSL |
Blackstone Secured Lending Fund
|
68,394 | $1,621,621 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,070,238 | 2,153 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $549,136 | 571 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,359,331 | 1,270 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,503,972 | 1,290 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,784,774 | 1,701 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $417,397 | 441 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $604,814 | 590 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||