Position in BLK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$475,010
-$13,538 QoQ
Shares Held
494
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#508
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, 2026Tandem Investment Partners LLC holds $645,464 across 2 Asset Management names. BLK ranks #1 (73.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
494 | $475,010 | |
| 2 | CHY |
Calamos Convertible & High Income Fund
|
12,515 | $170,454 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $475,010 | 494 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $488,548 | 508 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $622,937 | 582 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $835,928 | 717 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $752,312 | 717 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $587,764 | 621 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $636,593 | 621 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||