Position in BLK
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$330,828
+$8,656 QoQ
Shares Held
344
+14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Keystone Financial Group holds $7,647,789 across 21 Asset Management names. BLK ranks #8 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NIE |
Virtus Equity & Convertible Income Fund
|
46,742 | $1,091,893 | |
| 2 | APAM |
Artisan Partners Asset Management Inc.
|
27,517 | $1,001,343 | |
| 3 | DNP |
Dnp Select Income Fund Inc
|
82,394 | $848,658 | |
| 4 | AB |
Alliancebernstein Holding L.P.
|
18,987 | $710,873 | |
| 5 | BX |
Blackstone Inc.
|
4,141 | $476,173 | |
| 6 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
28,150 | $405,923 | |
| 7 | RCS |
Pimco Strategic Income Fund, Inc.
|
62,463 | $334,801 | |
| 8 | BLK |
BlackRock, Inc.
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|
344 | $330,828 |
All Filings in BLK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $330,828 | 344 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $322,172 | 301 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $212,997 | 203 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||