Position in BLK
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,329,796
-$727,258 QoQ
Shares Held
5,542
-2.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026SFMG, LLC holds $24,262,463 across 14 Asset Management names. BLK ranks #3 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
352,188 | $6,346,427 | |
| 2 | BXSL |
Blackstone Secured Lending Fund
|
232,861 | $5,516,477 | |
| 3 | BLK |
BlackRock, Inc.
This page
|
5,542 | $5,329,796 | |
| 4 | MSDL |
Morgan Stanley Direct Lending Fund
|
208,725 | $2,913,801 | |
| 5 | BX |
Blackstone Inc.
|
11,324 | $1,302,146 | |
| 6 | APO |
Apollo Global Management, Inc.
|
10,998 | $1,225,397 | |
| 7 | PDI |
PIMCO Dynamic Income Fund
|
20,000 | $342,200 | |
| 8 | MYI |
Blackrock Muniyield Quality Fund III, Inc.
|
26,645 | $280,038 |
All Filings in BLK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,329,796 | 5,542 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,057,054 | 5,659 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,360,986 | 5,456 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,639,718 | 5,375 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,914,124 | 5,192 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $5,112,223 | 4,987 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||