Position in BLK
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$382,760
+$29,548 QoQ
Shares Held
398
+20.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026CVA Family Office, LLC holds $1,851,442 across 35 Asset Management names. BLK ranks #1 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
398 | $382,760 | |
| 2 | AMP |
Ameriprise Financial Inc
|
515 | $228,866 | |
| 3 | NTRS |
Northern Trust Corp
|
1,508 | $210,471 | |
| 4 | BX |
Blackstone Inc.
|
1,222 | $140,517 | |
| 5 | PFG |
Principal Financial Group Inc
|
1,269 | $114,349 | |
| 6 | RJF |
Raymond James Financial Inc
|
670 | $97,009 | |
| 7 | KKR |
KKR & Co. Inc.
|
1,039 | $96,107 | |
| 8 | STT |
State Street Corp
|
738 | $93,401 |
All Filings in BLK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $382,760 | 398 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $353,212 | 330 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $383,571 | 329 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $339,957 | 324 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $323,696 | 342 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||