Position in BLK
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$391,415
+$155,941 QoQ
Shares Held
407
+85.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026WealthBridge Capital Management, LLC holds $11,625,161 across 19 Asset Management names. BLK ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
195,915 | $4,447,270 | |
| 2 | VBF |
Invesco Bond Fund
|
131,052 | $1,965,780 | |
| 3 | PSF |
Cohen & Steers Select Preferred & Income Fund, Inc.
|
27,269 | $528,745 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
10,358 | $494,283 | |
| 5 | IVZ |
Invesco Ltd.
|
16,301 | $395,951 | |
| 6 | BLK |
BlackRock, Inc.
This page
|
407 | $391,415 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
10,169 | $360,389 | |
| 8 | RNP |
Cohen & Steers REIT & Preferred & Income Fund Inc
|
16,950 | $334,932 |
All Filings in BLK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $391,415 | 407 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $235,474 | 220 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $256,491 | 220 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||