BIRCH FINANCIAL GROUP, LLC

Position in BLK — BlackRock, Inc.

CIK 2083592 KEENE, NH

Position in BLK

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$470,202

-$1,997 QoQ

Shares Held

489

-0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,521

of 2,272 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BIRCH FINANCIAL GROUP, LLC holds $5,367,871 across 3 Asset Management names. BLK ranks #2 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc	10,147	$4,655,037
2	BLK	BlackRock, Inc. This page	489	$470,202
3	AMG	Affiliated Managers Group, Inc.	717	$242,632

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$470,202	489	-0.4%	Shares	Sole	2026-07-15
2026-03-31	$472,199	491	+0.6%	Shares	Sole	2026-04-17
2025-12-31	$522,325	488	+0.2%	Shares	Sole	2026-01-15
2025-09-30	$567,778	487	—	Shares	Sole	2025-10-31
No filing history on record for this holder in this stock.