W.G. Shaheen & Associates DBA Whitney & Co
Position in BLK — BlackRock, Inc.
CIK 1577001
ROCHESTER, NY
Position in BLK
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$13,371,615
-$1,405,499 QoQ
Shares Held
13,904
+0.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026W.G. Shaheen & Associates DBA Whitney & Co holds $15,655,827 across 3 Asset Management names. BLK ranks #1 (85.4% 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 | $13,371,615 | 13,904 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $14,777,114 | 13,806 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $16,079,679 | 13,792 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $14,550,999 | 13,868 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $13,094,550 | 13,835 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $16,702,117 | 16,293 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||