Position in BLK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$344,238
New position
Shares Held
358
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,665
of 2,275 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Capstone Wealth Management Group, Inc. holds $995,077 across 2 Asset Management names. BLK ranks #2 (34.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXSL |
Blackstone Secured Lending Fund
|
27,450 | $650,839 | |
| 2 | BLK |
BlackRock, Inc.
This page
|
358 | $344,238 |
All Filings in BLK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,238 | 358 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||