Position in BLK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,371,753
+$280,603 QoQ
Shares Held
65,776
-3.8% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
13 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $221,779,603 across 101 Asset Management names. BLK ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
920,052 | $59,090,499 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
1,254,525 | $16,321,370 | |
| 3 | PDI |
PIMCO Dynamic Income Fund
|
717,418 | $11,980,880 | |
| 4 | ARCC |
Ares Capital Corp
|
460,273 | $8,528,858 | |
| 5 | FSK |
FS KKR Capital Corp
|
760,481 | $7,985,050 | |
| 6 | BLK |
BlackRock, Inc.
This page
|
65,776 | $7,371,753 | |
| 7 | STT |
State Street Corp
|
132,816 | $7,120,265 | |
| 8 | PSEC |
Prospect Capital Corp
|
2,485,356 | $5,741,172 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,547,194 | 3,689 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,606,412 | 3,750 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,978,453 | 3,717 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $2,737,462 | 2,348 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $2,284,217 | 2,177 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $2,197,726 | 2,322 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $1,933,357 | 1,886 | Shares | Sole | 2026-06-12 | |
| No filing history on record for this holder in this stock. | ||||||