Position in BLK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,696,090
+$1,308,876 QoQ
Shares Held
92,469
+13.7% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
3.85%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Blake Schutter Theil Wealth Advisors, LLC holds $10,273,907 across 5 Asset Management names. BLK ranks #1 (55.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
92,469 | $5,696,090 | |
| 2 | NIM |
Nuveen Select Maturities Municipal Fund
|
200,058 | $1,884,546 | |
| 3 | NUV |
Nuveen Municipal Value Fund Inc
|
148,378 | $1,368,045 | |
| 4 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
57,377 | $1,069,507 | |
| 5 | NXP |
Nuveen Select Tax Free Income Portfolio
|
17,870 | $255,719 |
All Filings in BLK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 | $201,695 | 173 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $211,948 | 202 | Shares | Sole | 2025-07-31 | |
| 2024-12-31 | $224,499 | 219 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||