Position in BLK
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$5,011,469
+$1,643,110 QoQ
Shares Held
5,211
+65.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.28785261945883706.ToString("F0")%
Shared 0.ToString("F0")%
None 99.71214738054115.ToString("F0")%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Western Wealth Management, LLC holds $33,870,679 across 140 Asset Management names. BLK ranks #1 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
5,211 | $5,011,469 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
150,731 | $3,676,329 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
147,117 | $2,443,613 | |
| 4 | BX |
Blackstone Inc.
|
18,167 | $2,089,023 | |
| 5 | RJF |
Raymond James Financial Inc
|
9,634 | $1,394,906 | |
| 6 | ARCC |
Ares Capital Corp
|
76,957 | $1,386,765 | |
| 7 | PDI |
PIMCO Dynamic Income Fund
|
78,341 | $1,340,413 | |
| 8 | KKR |
KKR & Co. Inc.
|
10,487 | $970,047 |
All Filings in BLK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,011,469 | 5,211 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $3,368,359 | 3,147 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,332,056 | 2,858 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,712,311 | 2,585 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,168,385 | 2,291 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,057,395 | 2,007 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||