Position in BLK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,142,689
-$279,490 QoQ
Shares Held
2,228
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 202644 WEALTH MANAGEMENT LLC holds $5,350,584 across 4 Asset Management names. BLK ranks #1 (40.0% of the industry book) .
All Filings in BLK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,142,689 | 2,228 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,422,179 | 2,263 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,341,066 | 2,008 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $379,828 | 362 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $321,803 | 340 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $374,165 | 365 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||