Position in BLK
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$793,410
-$222,342 QoQ
Shares Held
825
-13.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026PERSONAL CFO SOLUTIONS, LLC holds $3,931,362 across 10 Asset Management names. BLK ranks #2 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
2,023 | $899,021 | |
| 2 | BLK |
BlackRock, Inc.
This page
|
825 | $793,410 | |
| 3 | WT |
WisdomTree, Inc.
|
28,413 | $413,693 | |
| 4 | ARES |
Ares Management Corp
|
3,615 | $394,396 | |
| 5 | BX |
Blackstone Inc.
|
3,363 | $386,711 | |
| 6 | TROW |
Price T Rowe Group Inc
|
2,939 | $264,921 | |
| 7 | CNS |
Cohen & Steers, Inc.
|
3,597 | $224,992 | |
| 8 | HLNE |
Hamilton Lane INC
|
2,186 | $217,288 |
All Filings in BLK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $793,410 | 825 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,015,752 | 949 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $1,106,410 | 949 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $947,472 | 903 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $842,367 | 890 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $933,875 | 911 | Shares | Defined | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||