Position in BLK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,219,626
+$1,742,255 QoQ
Shares Held
2,308
+417.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.63%
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, 2026Legacy Capital Wealth Partners, LLC holds $22,521,300 across 19 Asset Management names. BLK ranks #1 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
2,308 | $2,219,626 | |
| 2 | GAIN |
Gladstone Investment Corporationde
|
119,068 | $1,690,765 | |
| 3 | CSWC |
Capital Southwest Corp
|
71,174 | $1,574,368 | |
| 4 | TRIN |
Trinity Capital Inc.
|
105,499 | $1,551,890 | |
| 5 | MAIN |
Main Street Capital CORP
|
28,752 | $1,522,705 | |
| 6 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
119,692 | $1,515,300 | |
| 7 | ARCC |
Ares Capital Corp
|
83,838 | $1,510,760 | |
| 8 | HTGC |
Hercules Capital, Inc.
|
98,333 | $1,452,378 |
All Filings in BLK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,219,626 | 2,308 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $477,371 | 446 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $563,115 | 483 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $523,575 | 499 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $460,935 | 487 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $526,906 | 514 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||