Position in BLK
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$282,742
-$67,259 QoQ
Shares Held
294
-10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Charter Oak Capital Management, LLC holds $858,240 across 2 Asset Management names. BLK ranks #2 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
1,295 | $575,498 | |
| 2 | BLK |
BlackRock, Inc.
This page
|
294 | $282,742 |
All Filings in BLK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $282,742 | 294 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $350,001 | 327 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $378,907 | 325 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $339,957 | 324 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $268,800 | 284 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||