Position in BLK
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$828,994
-$172,844 QoQ
Shares Held
862
-7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
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, 2026Klingman & Associates, LLC holds $6,671,699 across 9 Asset Management names. BLK ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
12,243 | $1,772,663 | |
| 2 | BX |
Blackstone Inc.
|
13,362 | $1,536,496 | |
| 3 | BLK |
BlackRock, Inc.
This page
|
862 | $828,994 | |
| 4 | ASST |
Strive, Inc.
|
73,766 | $739,135 | |
| 5 | FRA |
Blackrock Floating Rate Income Strategies Fund, Inc.
|
48,010 | $529,070 | |
| 6 | ARES |
Ares Management Corp
|
3,434 | $374,649 | |
| 7 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
27,788 | $351,796 | |
| 8 | KKR |
KKR & Co. Inc.
|
3,083 | $285,177 |
All Filings in BLK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $828,994 | 862 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,001,838 | 936 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,189,187 | 1,020 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,127,943 | 1,075 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $647,392 | 684 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $503,329 | 491 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||