Position in BLK
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,120,391
-$137,258 QoQ
Shares Held
1,165
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026FIRST FOUNDATION ADVISORS holds $18,033,535 across 20 Asset Management names. BLK ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
158,450 | $6,412,471 | |
| 2 | PCQ |
Pimco California Municipal Income Fund
|
224,269 | $1,924,227 | |
| 3 | TYG |
Tortoise Energy Infrastructure Corp
|
37,926 | $1,890,610 | |
| 4 | BUR |
Burford Capital Ltd
|
380,953 | $1,721,907 | |
| 5 | NCA |
Nuveen California Municipal Value Fund
|
122,260 | $1,146,798 | |
| 6 | BLK |
BlackRock, Inc.
This page
|
1,165 | $1,120,391 | |
| 7 | PDX |
PIMCO Dynamic Income Strategy Fund
|
35,201 | $776,533 | |
| 8 | OPP |
RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
|
61,339 | $470,470 |
All Filings in BLK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,120,391 | 1,165 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $1,257,649 | 1,175 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $3,557,068 | 3,051 | Shares | Defined | 2025-11-17 | |
| 2025-06-30 | $3,058,563 | 2,915 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,775,078 | 2,932 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $3,108,133 | 3,032 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||