Position in BHK
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$10,908,589
+$904,378 QoQ
Shares Held
1,190,894
+14.2% QoQ
Ownership
1.65%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#5
of 104 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1.181633293979145.ToString("F0")%
Shared 0.ToString("F0")%
None 98.81836670602085.ToString("F0")%
Common Shares in BHK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $3,126,143,978 across 415 Asset Management names. BHK ranks #69 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
218,728 | $210,352,904 | |
| 2 | BX |
Blackstone Inc.
|
1,469,080 | $168,929,509 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
5,778,813 | $95,986,083 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,288,936 | $90,493,694 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
2,361,598 | $83,695,033 | |
| 6 | PSLV |
Sprott Physical Silver Trust
|
3,183,953 | $77,656,613 | |
| 7 | ARCC |
Ares Capital Corp
|
4,038,185 | $72,768,093 | |
| 8 | PFG |
Principal Financial Group Inc
|
728,464 | $65,641,891 |
All Filings in BHK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,908,589 | 1,190,894 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,004,211 | 1,043,192 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $10,349,180 | 1,041,165 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,069,346 | 1,344,583 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $14,228,874 | 1,311,417 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $12,788,542 | 1,222,614 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $14,682,984 | 1,219,517 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $10,817,023 | 1,015,683 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $9,727,722 | 900,715 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $7,764,134 | 711,653 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,516,906 | 756,228 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,917,458 | 744,122 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $7,455,361 | 687,764 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,730,360 | 648,397 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,390,720 | 639,072 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,885,901 | 519,956 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,227,561 | 325,197 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,479,553 | 331,893 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,034,289 | 304,003 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,548,666 | 275,343 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,976,872 | 253,304 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,529,276 | 216,520 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,857,276 | 182,457 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,408,909 | 156,728 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,780,586 | 134,587 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||