Position in BLK
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,346,572
-$225,455 QoQ
Shares Held
2,440
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Choate Investment Advisors holds $12,671,622 across 7 Asset Management names. BLK ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
13,001 | $5,777,644 | |
| 2 | BLK |
BlackRock, Inc.
This page
|
2,440 | $2,346,572 | |
| 3 | NTRS |
Northern Trust Corp
|
11,261 | $1,571,697 | |
| 4 | KKR |
KKR & Co. Inc.
|
13,761 | $1,272,892 | |
| 5 | BX |
Blackstone Inc.
|
9,900 | $1,138,401 | |
| 6 | STT |
State Street Corp
|
3,212 | $406,510 | |
| 7 | PCQ |
Pimco California Municipal Income Fund
|
18,404 | $157,906 |
All Filings in BLK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,346,572 | 2,440 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,572,027 | 2,403 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,733,965 | 2,345 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,483,574 | 2,367 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,246,943 | 2,374 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,883,634 | 2,813 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||