Position in BLK
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$62,420,749
-$6,313,274 QoQ
Shares Held
64,906
+1.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 87.93640033278895.ToString("F0")%
Shared 0.ToString("F0")%
None 12.063599667211044.ToString("F0")%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026EP Wealth Advisors, LLC holds $132,262,674 across 45 Asset Management names. BLK ranks #1 (47.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
64,906 | $62,420,749 | |
| 2 | EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
|
303,753 | $16,044,233 | |
| 3 | KKR |
KKR & Co. Inc.
|
89,792 | $8,305,760 | |
| 4 | FAX |
Abrdn Asia-Pacific Income Fund, Inc.
|
544,068 | $7,845,460 | |
| 5 | VVR |
Invesco Senior Income Trust
|
1,912,308 | $6,157,631 | |
| 6 | APO |
Apollo Global Management, Inc.
|
28,513 | $3,176,918 | |
| 7 | BX |
Blackstone Inc.
|
27,456 | $3,157,165 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
281,070 | $3,108,634 |
All Filings in BLK
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $62,420,749 | 64,906 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $68,734,023 | 64,217 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $65,539,302 | 62,463 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $57,810,051 | 61,079 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $62,306,185 | 60,780 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||