Position in BLK
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$38,468
-$4,345 QoQ
Shares Held
40
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
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, 2026Winch Advisory Services, LLC holds $236,534 across 9 Asset Management names. BLK ranks #3 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAIN |
Main Street Capital CORP
|
1,070 | $56,667 | |
| 2 | PFG |
Principal Financial Group Inc
|
561 | $50,551 | |
| 3 | BLK |
BlackRock, Inc.
This page
|
40 | $38,468 | |
| 4 | FAX |
Abrdn Asia-Pacific Income Fund, Inc.
|
2,252 | $32,473 | |
| 5 | BUI |
BlackRock Utilities, Infrastructure & Power Opportunities Trust
|
668 | $17,621 | |
| 6 | NTRS |
Northern Trust Corp
|
125 | $17,446 | |
| 7 | BX |
Blackstone Inc.
|
95 | $10,924 | |
| 8 | AMP |
Ameriprise Financial Inc
|
23 | $10,221 |
All Filings in BLK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,468 | 40 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $42,813 | 40 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $46,634 | 40 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $41,970 | 40 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $37,859 | 40 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $41,004 | 40 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||