Position in BLK
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$884,772
-$162,020 QoQ
Shares Held
920
-5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 4%
Shared 4%
None 92%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026GeoWealth Management, LLC holds $2,355,485 across 4 Asset Management names. BLK ranks #1 (37.6% 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 | $884,772 | 920 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,046,792 | 978 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,083,093 | 929 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $531,969 | 507 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $472,292 | 499 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $882,618 | 861 | Shares | Other | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||