Position in BLK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$302,891
+$915 QoQ
Shares Held
315
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#319
of 433 holders
Holding Since
Mar 2025
6 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, 2026VISTA INVESTMENT PARTNERS LLC holds $10,161,053 across 5 Asset Management names. BLK ranks #3 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
182,880 | $4,826,203 | |
| 2 | FHI |
Federated Hermes, Inc.
|
85,511 | $4,721,917 | |
| 3 | BLK |
BlackRock, Inc.
This page
|
315 | $302,891 | |
| 4 | DMB |
BNY Mellon Municipal Bond Infrastructure Fund, Inc.
|
17,500 | $193,200 | |
| 5 | GGN |
GAMCO Global Gold, Natural Resources & Income Trust
|
24,141 | $116,842 |
All Filings in BLK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,891 | 315 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $301,976 | 314 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $336,086 | 314 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $368,414 | 316 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $332,612 | 317 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $294,355 | 311 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||