ADVISORTRUST PARTNERS, LLC

Position in BLK — BlackRock, Inc.

CIK 2115523 RALEIGH, NC

Position in BLK

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$552,897

+$69,157 QoQ

Shares Held

575

+14.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,417

of 2,245 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ADVISORTRUST PARTNERS, LLC holds $2,502,592 across 4 Asset Management names. BLK ranks #2 (22.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GLU	Gabelli Global Utility & Income Trust	65,982	$1,266,854
2	BLK	BlackRock, Inc. This page	575	$552,897
3	THQ	abrdn Healthcare Opportunities Fund	24,063	$450,699
4	AMG	Affiliated Managers Group, Inc.	686	$232,142

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$552,897	575	+14.3%	Shares	Sole	2026-08-10
2026-03-31	$483,740	503	+12.0%	Shares	Sole	2026-05-06
2025-12-31	$480,582	449	—	Shares	Sole	2026-03-10
No filing history on record for this holder in this stock.