Position in BLK
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,655,102
-$207,289 QoQ
Shares Held
1,721
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Welch & Forbes LLC holds $92,510,279 across 12 Asset Management names. BLK ranks #4 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
173,461 | $77,086,068 | |
| 2 | STT |
State Street Corp
|
38,929 | $4,926,854 | |
| 3 | EVN |
Eaton Vance Municipal Income Trust
|
205,784 | $2,142,211 | |
| 4 | BLK |
BlackRock, Inc.
This page
|
1,721 | $1,655,102 | |
| 5 | BX |
Blackstone Inc.
|
14,227 | $1,635,962 | |
| 6 | HTD |
John Hancock Tax-Advantaged Dividend Income Fund
|
50,000 | $1,238,500 | |
| 7 | CEF |
Sprott Physical Gold & Silver Trust
|
25,100 | $1,197,772 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
3,500 | $968,450 |
All Filings in BLK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,655,102 | 1,721 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,862,391 | 1,740 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,053,097 | 1,761 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,847,729 | 1,761 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,797,365 | 1,899 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,881,076 | 1,835 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||