Position in BLK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$276,929
-$9,660 QoQ
Shares Held
288
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,800
of 2,275 holders
Holding Since
Dec 2025
3 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, 2026BETO FINANCIAL GROUP, LLC holds $605,855 across 2 Asset Management names. BLK ranks #2 (45.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
17,751 | $328,926 | |
| 2 | BLK |
BlackRock, Inc.
This page
|
288 | $276,929 |
All Filings in BLK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,929 | 288 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $286,589 | 298 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $315,750 | 295 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||