Position in BLK
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$4,406,555
-$181,992 QoQ
Shares Held
4,582
+6.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.82%
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, 2026BOURGEON CAPITAL MANAGEMENT LLC holds $14,179,054 across 2 Asset Management names. BLK ranks #2 (31.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNS |
Cohen & Steers, Inc.
|
156,235 | $9,772,499 | |
| 2 | BLK |
BlackRock, Inc.
This page
|
4,582 | $4,406,555 |
All Filings in BLK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,406,555 | 4,582 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,588,547 | 4,287 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $5,261,571 | 4,513 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,781,432 | 4,557 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $5,315,431 | 5,616 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $5,883,106 | 5,739 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||