Position in BLK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$102,104,749
-$14,098,853 QoQ
Shares Held
106,170
-2.2% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
1.86%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 94.58321559762645.ToString("F0")%
Shared 2.8576810775171895.ToString("F0")%
None 2.559103324856362.ToString("F0")%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Evercore Wealth Management, LLC holds $317,837,821 across 13 Asset Management names. BLK ranks #2 (32.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
1,345,665 | $154,738,017 | |
| 2 | BLK |
BlackRock, Inc.
This page
|
106,170 | $102,104,749 | |
| 3 | ARCC |
Ares Capital Corp
|
3,121,008 | $56,240,563 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
24,747 | $1,001,511 | |
| 5 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
62,814 | $795,225 | |
| 6 | BXSL |
Blackstone Secured Lending Fund
|
24,650 | $583,958 | |
| 7 | OBDC |
Blue Owl Capital Corp
|
49,800 | $550,788 | |
| 8 | STT |
State Street Corp
|
3,545 | $448,655 |
All Filings in BLK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $102,104,749 | 106,170 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $116,203,602 | 108,567 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $127,704,735 | 109,536 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $115,553,901 | 110,130 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $106,455,337 | 112,475 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $118,566,271 | 115,662 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||