Position in BLK
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$8,402,460
-$449,251 QoQ
Shares Held
8,737
+5.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026NAPLES GLOBAL ADVISORS, LLC holds $21,829,986 across 10 Asset Management names. BLK ranks #1 (38.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
8,737 | $8,402,460 | |
| 2 | BX |
Blackstone Inc.
|
61,059 | $7,021,174 | |
| 3 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
130,413 | $1,782,745 | |
| 4 | ARCC |
Ares Capital Corp
|
75,952 | $1,368,655 | |
| 5 | HTGC |
Hercules Capital, Inc.
|
79,899 | $1,180,108 | |
| 6 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
66,431 | $746,020 | |
| 7 | APO |
Apollo Global Management, Inc.
|
3,856 | $429,635 | |
| 8 | NUV |
Nuveen Municipal Value Fund Inc
|
42,000 | $377,580 |
All Filings in BLK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,402,460 | 8,737 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $8,851,711 | 8,270 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $9,578,787 | 8,216 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $8,587,062 | 8,184 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $7,535,873 | 7,962 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $8,183,453 | 7,983 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||