Position in BHK
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$532,141
+$124,816 QoQ
Shares Held
58,094
+36.8% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#40
of 104 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BHK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,994,163,232 across 262 Asset Management names. BHK ranks #169 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
545,164 | $524,289,670 | |
| 2 | AMP |
Ameriprise Financial Inc
|
315,989 | $140,425,511 | |
| 3 | ARES |
Ares Management Corp
|
920,109 | $100,383,891 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
2,322,041 | $93,972,999 | |
| 5 | KKR |
KKR & Co. Inc.
|
1,007,901 | $93,230,842 | |
| 6 | RJF |
Raymond James Financial Inc
|
509,075 | $73,708,969 | |
| 7 | APO |
Apollo Global Management, Inc.
|
580,055 | $64,629,728 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
1,803,388 | $63,912,070 |
All Filings in BHK
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $532,141 | 58,094 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $407,325 | 42,474 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $155,809 | 15,675 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $187,761 | 19,317 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $207,930 | 17,270 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $164,073 | 15,406 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $152,658 | 14,135 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $137,946 | 12,644 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $108,992 | 10,965 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $166,877 | 15,684 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $166,231 | 15,335 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $265,862 | 25,613 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $177,780 | 17,778 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $179,093 | 15,821 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $278,720 | 21,440 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $235,581 | 14,269 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $233,413 | 14,095 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $334,133 | 20,226 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||