Position in BLK
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$24,042
-$29,475 QoQ
Shares Held
25
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Game Plan Financial Advisors, LLC holds $662,501 across 6 Asset Management names. BLK ranks #3 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSQ |
Calamos Strategic Total Return Fund
|
20,000 | $342,400 | |
| 2 | CHI |
Calamos Convertible Opportunities & Income Fund
|
25,000 | $268,500 | |
| 3 | BLK |
BlackRock, Inc.
This page
|
25 | $24,042 | |
| 4 | STEW |
SRH Total Return Fund, Inc.
|
1,000 | $17,100 | |
| 5 | FAX |
Abrdn Asia-Pacific Income Fund, Inc.
|
380 | $5,479 | |
| 6 | RVT |
Royce Small-Cap Trust, Inc.
|
300 | $4,980 |
All Filings in BLK
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,042 | 25 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $53,517 | 50 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $58,293 | 50 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $31,477 | 30 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $28,394 | 30 | Shares | Sole | 2025-05-19 | |
| No filing history on record for this holder in this stock. | ||||||