Position in BLK
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$3,101,514
-$326,785 QoQ
Shares Held
3,225
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 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, 2026YHB Investment Advisors, Inc. holds $6,266,499 across 6 Asset Management names. BLK ranks #1 (49.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
3,225 | $3,101,514 | |
| 2 | APO |
Apollo Global Management, Inc.
|
12,357 | $1,376,816 | |
| 3 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
53,055 | $550,710 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
11,105 | $529,930 | |
| 5 | BX |
Blackstone Inc.
|
4,267 | $490,662 | |
| 6 | AMP |
Ameriprise Financial Inc
|
488 | $216,867 |
All Filings in BLK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,101,514 | 3,225 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,428,299 | 3,203 | Shares | Sole | 2026-01-16 | |
| 2025-06-30 | $3,294,645 | 3,140 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,907,586 | 3,072 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||