Position in BLK
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$788,602
-$89,076 QoQ
Shares Held
820
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
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, 2026MTM Investment Management, LLC holds $2,553,035 across 23 Asset Management names. BLK ranks #1 (30.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
820 | $788,602 | |
| 2 | RJF |
Raymond James Financial Inc
|
2,752 | $398,462 | |
| 3 | TROW |
Price T Rowe Group Inc
|
3,211 | $289,439 | |
| 4 | AMP |
Ameriprise Financial Inc
|
626 | $278,194 | |
| 5 | CEF |
Sprott Physical Gold & Silver Trust
|
5,000 | $238,600 | |
| 6 | BX |
Blackstone Inc.
|
909 | $104,525 | |
| 7 | GAB |
Gabelli Equity Trust Inc
|
13,530 | $75,768 | |
| 8 | DSU |
Blackrock Debt Strategies Fund, Inc.
|
6,457 | $61,922 |
All Filings in BLK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $788,602 | 820 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $877,678 | 820 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $964,174 | 827 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $844,646 | 805 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $743,933 | 786 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $805,736 | 786 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||