Position in BLK
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$208,691
+$78,110 QoQ
Shares Held
217
+77.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026ATLAS CAPITAL ADVISORS INC. holds $3,198,086 across 17 Asset Management names. BLK ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
|
8,181 | $737,189 | |
| 2 | STT |
State Street Corp
|
5,598 | $708,482 | |
| 3 | BX |
Blackstone Inc.
|
3,632 | $417,643 | |
| 4 | NTRS |
Northern Trust Corp
|
2,822 | $393,866 | |
| 5 | BLK |
BlackRock, Inc.
This page
|
217 | $208,691 | |
| 6 | PSLV |
Sprott Physical Silver Trust
|
5,400 | $131,706 | |
| 7 | KKR |
KKR & Co. Inc.
|
1,221 | $112,942 | |
| 8 | IVZ |
Invesco Ltd.
|
4,615 | $112,098 |
All Filings in BLK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $208,691 | 217 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $130,581 | 122 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $231,884 | 221 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $209,172 | 221 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $226,549 | 221 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $209,841 | 221 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||