Position in BLK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$833,263
+$103,482 QoQ
Shares Held
13,527
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026LIBERTY SQUARE WEALTH PARTNERS LLC holds $2,223,267 across 7 Asset Management names. BLK ranks #1 (37.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
13,527 | $833,263 | |
| 2 | BUI |
BlackRock Utilities, Infrastructure & Power Opportunities Trust
|
11,339 | $328,944 | |
| 3 | OBDC |
Blue Owl Capital Corp
|
25,111 | $272,956 | |
| 4 | AMP |
Ameriprise Financial Inc
|
572 | $262,410 | |
| 5 | FSK |
FS KKR Capital Corp
|
23,226 | $243,873 | |
| 6 | FSCO |
FS Credit Opportunities Corp.
|
28,356 | $141,496 | |
| 7 | OTF |
Blue Owl Technology Finance Corp.
|
13,558 | $140,325 |
No Holdings History
No holdings records found for this institution in BLK.