Position in BLK
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$669,350
-$76,676 QoQ
Shares Held
696
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
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, 2026JNBA Financial Advisors holds $1,328,384 across 25 Asset Management names. BLK ranks #1 (50.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
696 | $669,350 | |
| 2 | BX |
Blackstone Inc.
|
1,813 | $208,476 | |
| 3 | PFG |
Principal Financial Group Inc
|
1,432 | $129,037 | |
| 4 | STT |
State Street Corp
|
886 | $112,132 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
883 | $31,293 | |
| 6 | SABA |
Saba Capital Income & Opportunities Fund II
|
3,487 | $29,011 | |
| 7 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
1,843 | $22,724 | |
| 8 | PFN |
PIMCO Income Strategy Fund II
|
2,796 | $19,264 |
All Filings in BLK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $669,350 | 696 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $746,026 | 697 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $812,611 | 697 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $736,573 | 702 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $664,428 | 702 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $719,627 | 702 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||