Position in BLK
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$2,776,985
+$95,738 QoQ
Shares Held
2,888
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.92%
of 13F equity value
Holder Rank
#815
of 2,275 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SWP Investment Management LLC holds $5,880,295 across 2 Asset Management names. BLK ranks #2 (47.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
26,373 | $3,103,310 | |
| 2 | BLK |
BlackRock, Inc.
This page
|
2,888 | $2,776,985 |
All Filings in BLK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,776,985 | 2,888 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $2,681,247 | 2,788 | Shares | Sole | 2026-07-01 | |
| 2025-12-31 | $2,930,590 | 2,738 | Shares | Sole | 2026-07-01 | |
| 2025-09-30 | $2,440,165 | 2,093 | Shares | Sole | 2026-07-01 | |
| 2025-06-30 | $2,022,954 | 1,928 | Shares | Sole | 2026-07-01 | |
| 2025-03-31 | $948,372 | 1,002 | Shares | Sole | 2026-07-01 | |
| No filing history on record for this holder in this stock. | ||||||