55 North Private Wealth, LLC

Position in BLK — BlackRock, Inc.

CIK 2106457 WINTER PARK, FL

Position in BLK

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$260,582

+$8,614 QoQ

Shares Held

271

+3.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,834

of 2,275 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

55 North Private Wealth, LLC holds $1,421,062 across 5 Asset Management names. BLK ranks #4 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHYS	Sprott Physical Gold Trust	12,262	$369,944
2	STT	State Street Corp	1,723	$292,220
3	BN	BROOKFIELD Corp /ON/	6,842	$291,400
4	BLK	BlackRock, Inc. This page	271	$260,582
5	JHG	Janus Henderson Group Ltd.	3,983	$206,916

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$260,582	271	+3.4%	Shares	Sole	2026-07-07
2026-03-31	$251,968	262	-0.4%	Shares	Sole	2026-04-17
2025-12-31	$281,499	263	—	Shares	Sole	2026-01-27
No filing history on record for this holder in this stock.