UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in BBN — BlackRock Taxable Municipal Bond Trust
CIK 1463217
IRVING, TX
Position in BBN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$994,632
-$15,331 QoQ
Shares Held
61,511
-0.6% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BBN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $85,514,978 across 36 Asset Management names. BBN ranks #14 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
241,478 | $22,336,715 | |
| 2 | ARES |
Ares Management Corp
|
131,949 | $14,395,635 | |
| 3 | BX |
Blackstone Inc.
|
87,690 | $10,083,473 | |
| 4 | BLK |
BlackRock, Inc.
|
8,457 | $8,133,181 | |
| 5 | NTRS |
Northern Trust Corp
|
41,704 | $5,820,627 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
265,309 | $2,934,317 | |
| 7 | AMP |
Ameriprise Financial Inc
|
6,423 | $2,854,381 | |
| 8 | RJF |
Raymond James Financial Inc
|
11,965 | $1,732,412 |
All Filings in BBN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $994,632 | 61,511 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,009,963 | 61,885 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||