Position in BLK
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$2,542,761
-$259,389 QoQ
Shares Held
2,644
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 9.304084720121027.ToString("F0")%
Shared 0.ToString("F0")%
None 90.69591527987897.ToString("F0")%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Perigon Wealth Management, LLC holds $26,431,561 across 38 Asset Management names. BLK ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
59,473 | $6,838,800 | |
| 2 | AMP |
Ameriprise Financial Inc
|
7,788 | $3,460,987 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
199,068 | $3,306,519 | |
| 4 | BLK |
BlackRock, Inc.
This page
|
2,644 | $2,542,761 | |
| 5 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
29,300 | $1,076,775 | |
| 6 | BXSL |
Blackstone Secured Lending Fund
|
29,142 | $690,373 | |
| 7 | ARCC |
Ares Capital Corp
|
36,327 | $654,612 | |
| 8 | STT |
State Street Corp
|
5,030 | $636,596 |
All Filings in BLK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,542,761 | 2,644 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,802,150 | 2,618 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,103,545 | 2,662 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,777,364 | 2,647 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,453,276 | 2,592 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,753,445 | 2,686 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||