Position in BLK
as of Mar 31, 2026
· filed Apr 1, 2026
Position Value
$699,163
-$1,766,900 QoQ
Shares Held
727
-68.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026Signature Wealth Management Group holds $1,483,200 across 2 Asset Management names. BLK ranks #2 (47.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
5,415 | $784,037 | |
| 2 | BLK |
BlackRock, Inc.
This page
|
727 | $699,163 |
All Filings in BLK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $699,163 | 727 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $2,466,063 | 2,304 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,715,311 | 2,329 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,467,836 | 2,352 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,221,388 | 2,347 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,371,079 | 2,313 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||