Position in BLK
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,130,009
-$115,866 QoQ
Shares Held
1,175
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Connecticut Wealth Management, LLC holds $6,268,675 across 8 Asset Management names. BLK ranks #3 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
4,358 | $1,936,695 | |
| 2 | BX |
Blackstone Inc.
|
11,069 | $1,272,824 | |
| 3 | BLK |
BlackRock, Inc.
This page
|
1,175 | $1,130,009 | |
| 4 | HRZN |
Horizon Technology Finance Corp
|
213,811 | $900,144 | |
| 5 | DNP |
Dnp Select Income Fund Inc
|
30,330 | $312,399 | |
| 6 | MMT |
Aberdeen Multi-Market Income Fund
|
53,880 | $248,925 | |
| 7 | PDT |
John Hancock Premium Dividend Fund
|
18,742 | $245,520 | |
| 8 | HLNE |
Hamilton Lane INC
|
2,235 | $222,159 |
All Filings in BLK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,130,009 | 1,175 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,245,875 | 1,164 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,004,979 | 862 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||