Position in BLK
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$401,994
+$63,767 QoQ
Shares Held
418
+32.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
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, 2026MONECO ADVISORS, LLC holds $10,015,077 across 12 Asset Management names. BLK ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
203,365 | $3,268,075 | |
| 2 | KKR |
KKR & Co. Inc.
|
19,631 | $1,815,867 | |
| 3 | QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
|
60,746 | $1,620,095 | |
| 4 | BX |
Blackstone Inc.
|
8,517 | $979,369 | |
| 5 | BCX |
BlackRock Resources & Commodities Strategy Trust
|
49,536 | $596,908 | |
| 6 | BLK |
BlackRock, Inc.
This page
|
418 | $401,994 | |
| 7 | ARCC |
Ares Capital Corp
|
19,869 | $358,039 | |
| 8 | AMP |
Ameriprise Financial Inc
|
627 | $278,638 |
All Filings in BLK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $401,994 | 418 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $338,227 | 316 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,041,438 | 1,751 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $312,676 | 298 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $292,462 | 309 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $2,135,304 | 2,083 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||