Position in BLK
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$3,213,069
-$745,046 QoQ
Shares Held
3,341
-9.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SVB WEALTH LLC holds $3,592,725 across 1 Asset Management name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEN |
Franklin Resources Inc
|
107,987 | $3,592,725 |
All Filings in BLK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,213,069 | 3,341 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,958,115 | 3,698 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,783,562 | 4,103 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,586,271 | 4,371 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,598,858 | 6,972 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $10,948,174 | 10,680 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||