Position in BLK
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$973,250
New position
Shares Held
1,012
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Asset Management
Financial Services · as of Mar 31, 2026WADDELL & ASSOCIATES, LLC holds $15,140,743 across 13 Asset Management names. BLK ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
289,832 | $7,069,002 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
50,442 | $1,787,664 | |
| 3 | CEF |
Sprott Physical Gold & Silver Trust
|
34,897 | $1,665,284 | |
| 4 | BLK |
BlackRock, Inc.
This page
|
1,012 | $973,250 | |
| 5 | AMP |
Ameriprise Financial Inc
|
2,031 | $902,576 | |
| 6 | NTRS |
Northern Trust Corp
|
4,161 | $580,750 | |
| 7 | IVZ |
Invesco Ltd.
|
21,400 | $519,806 | |
| 8 | KKR |
KKR & Co. Inc.
|
4,315 | $399,137 |
All Filings in BLK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $973,250 | 1,012 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||