Patriot Financial Group Insurance Agency, LLC
InsurancePosition in BLK — BlackRock, Inc.
CIK 1694883
Westborough, MA
Position in BLK
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$2,161,924
+$911,767 QoQ
Shares Held
2,248
+92.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Patriot Financial Group Insurance Agency, LLC holds $19,179,242 across 31 Asset Management names. BLK ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSCO |
FS Credit Opportunities Corp.
|
739,204 | $3,769,940 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
177,214 | $2,943,524 | |
| 3 | BLK |
BlackRock, Inc.
This page
|
2,248 | $2,161,924 | |
| 4 | AMP |
Ameriprise Financial Inc
|
2,008 | $892,355 | |
| 5 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
51,232 | $823,298 | |
| 6 | BX |
Blackstone Inc.
|
6,572 | $755,714 | |
| 7 | GLO |
Clough Global Opportunities Fund
|
110,204 | $613,836 | |
| 8 | CEE |
Central & Eastern Europe Fund, Inc.
|
31,768 | $581,354 |
All Filings in BLK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,161,924 | 2,248 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,250,157 | 1,168 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,219,500 | 1,046 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,420,684 | 1,354 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,183,100 | 1,250 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,217,830 | 1,188 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||