Position in BLK
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$324,096
-$3,428 QoQ
Shares Held
337
+10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
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, 2026Physician Wealth Advisors, Inc. holds $1,581,660 across 50 Asset Management names. BLK ranks #1 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
337 | $324,096 | |
| 2 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
29,367 | $221,427 | |
| 3 | PSF |
Cohen & Steers Select Preferred & Income Fund, Inc.
|
11,140 | $216,004 | |
| 4 | PCM |
Pcm Fund, Inc.
|
27,330 | $156,054 | |
| 5 | BX |
Blackstone Inc.
|
1,067 | $122,694 | |
| 6 | BTZ |
Blackrock Credit Allocation Income Trust
|
10,000 | $101,000 | |
| 7 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
1,922 | $49,741 | |
| 8 | PFG |
Principal Financial Group Inc
|
484 | $43,613 |
All Filings in BLK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $324,096 | 337 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $327,524 | 306 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $367,249 | 315 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $309,528 | 295 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $273,532 | 289 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $320,859 | 313 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||