Position in BLK
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$3,708,353
-$398,541 QoQ
Shares Held
3,856
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Jackson Wealth Management, LLC holds $19,638,701 across 4 Asset Management names. BLK ranks #3 (18.9% of the industry book) .
All Filings in BLK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,708,353 | 3,856 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,106,894 | 3,837 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,240,269 | 3,637 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $3,687,064 | 3,514 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $3,285,232 | 3,471 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,538,679 | 3,452 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||