Position in BLK
as of Mar 31, 2026
· filed Jun 10, 2026
Position Value
$902,083
+$16,912 QoQ
Shares Held
938
+13.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
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, 2026FAS Wealth Partners, Inc. holds $13,076,491 across 9 Asset Management names. BLK ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
|
38,722 | $3,489,239 | |
| 2 | BX |
Blackstone Inc.
|
28,072 | $3,227,999 | |
| 3 | HTGC |
Hercules Capital, Inc.
|
180,756 | $2,669,766 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
50,345 | $1,784,226 | |
| 5 | BLK |
BlackRock, Inc.
This page
|
938 | $902,083 | |
| 6 | ARCC |
Ares Capital Corp
|
16,425 | $295,978 | |
| 7 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
10,199 | $263,950 | |
| 8 | ASGI |
abrdn Global Infrastructure Income Fund
|
10,325 | $230,867 |
All Filings in BLK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $902,083 | 938 | Shares | Sole | 2026-06-10 | |
| 2025-12-31 | $885,171 | 827 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $951,349 | 816 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $857,237 | 817 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $764,755 | 808 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $823,163 | 803 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||