Position in BLK
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,019,769
-$2,184,224 QoQ
Shares Held
3,140
-35.4% QoQ
Ownership
0.001%
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 0.9554140127388535.ToString("F0")%
Shared 0.ToString("F0")%
None 99.04458598726114.ToString("F0")%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026OneDigital Investment Advisors LLC holds $38,898,463 across 33 Asset Management names. BLK ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
39,911 | $5,778,713 | |
| 2 | SII |
Sprott Inc.
|
27,369 | $3,911,030 | |
| 3 | PSLV |
Sprott Physical Silver Trust
|
145,710 | $3,553,866 | |
| 4 | BLK |
BlackRock, Inc.
This page
|
3,140 | $3,019,769 | |
| 5 | NAD |
Nuveen Quality Municipal Income Fund
|
233,576 | $2,686,124 | |
| 6 | SPPP |
Sprott Physical Platinum & Palladium Trust
|
133,306 | $2,070,242 | |
| 7 | NAC |
Nuveen California Quality Municipal Income Fund
|
170,888 | $1,990,845 | |
| 8 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
186,486 | $1,935,724 |
All Filings in BLK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,019,769 | 3,140 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,203,993 | 4,862 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,065,072 | 2,629 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,706,015 | 2,579 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,417,309 | 2,554 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,772,922 | 2,705 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||