Position in BLK
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,429,635
-$293,775 QoQ
Shares Held
4,606
+4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 39.44854537559705.ToString("F0")%
Shared 0.ToString("F0")%
None 60.55145462440296.ToString("F0")%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Capital Analysts, LLC holds $11,297,203 across 36 Asset Management names. BLK ranks #1 (39.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
4,606 | $4,429,635 | |
| 2 | KKR |
KKR & Co. Inc.
|
21,350 | $1,974,874 | |
| 3 | BX |
Blackstone Inc.
|
10,319 | $1,186,581 | |
| 4 | DFP |
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc
|
34,194 | $686,273 | |
| 5 | MSD |
Morgan Stanley Emerging Markets Debt Fund Inc
|
66,245 | $465,039 | |
| 6 | GOF |
Guggenheim Strategic Opportunities Fund
|
37,367 | $411,783 | |
| 7 | PTY |
Pimco Corporate & Income Opportunity Fund
|
32,953 | $397,413 | |
| 8 | GAM |
General American Investors Co Inc
|
5,102 | $298,313 |
All Filings in BLK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,429,635 | 4,606 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $4,723,410 | 4,413 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $5,104,177 | 4,378 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,693,295 | 4,473 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $4,248,748 | 4,489 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $4,265,482 | 4,161 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||