Position in BLK
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$8,384,187
+$802,969 QoQ
Shares Held
8,718
+23.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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, 2026Bogart Wealth, LLC holds $10,246,101 across 54 Asset Management names. BLK ranks #1 (81.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
8,718 | $8,384,187 | |
| 2 | BX |
Blackstone Inc.
|
3,089 | $355,204 | |
| 3 | KKR |
KKR & Co. Inc.
|
1,810 | $167,425 | |
| 4 | PSLV |
Sprott Physical Silver Trust
|
6,200 | $151,218 | |
| 5 | CII |
BlackRock Enhanced Large Cap Core Fund, Inc.
|
6,605 | $138,837 | |
| 6 | GDV |
Gabelli Dividend & Income Trust
|
4,184 | $112,675 | |
| 7 | APO |
Apollo Global Management, Inc.
|
905 | $100,835 | |
| 8 | CG |
Carlyle Group Inc.
|
1,602 | $77,520 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,384,187 | 8,718 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $7,581,218 | 7,083 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $8,225,212 | 7,055 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $16,772,261 | 15,985 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $14,812,412 | 15,650 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $15,800,020 | 15,413 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $14,845,588 | 15,635 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||