Position in BLK
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$590,489
-$187,648 QoQ
Shares Held
614
-15.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026West Branch Capital LLC holds $843,821 across 20 Asset Management names. BLK ranks #1 (70.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
614 | $590,489 | |
| 2 | AMP |
Ameriprise Financial Inc
|
105 | $46,662 | |
| 3 | UTG |
Reaves Utility Income Fund
|
853 | $33,505 | |
| 4 | MMT |
Aberdeen Multi-Market Income Fund
|
5,000 | $23,100 | |
| 5 | PFO |
Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC
|
2,368 | $21,406 | |
| 6 | BHK |
Blackrock Core Bond Trust
|
2,261 | $20,710 | |
| 7 | EVV |
Eaton Vance Ltd Duration Income Fund
|
2,128 | $20,109 | |
| 8 | TYG |
Tortoise Energy Infrastructure Corp
|
306 | $15,254 |
All Filings in BLK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $590,489 | 614 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $778,137 | 727 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,329,091 | 1,140 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,217,130 | 1,160 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,158,491 | 1,224 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,273,186 | 1,242 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||