Position in BLK
as of Mar 31, 2026
· filed May 20, 2026
Position Value
$12,495,498
-$1,428,555 QoQ
Shares Held
12,993
-0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026SOA Wealth Advisors, LLC. holds $18,861,380 across 57 Asset Management names. BLK ranks #1 (66.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
12,993 | $12,495,498 | |
| 2 | AMP |
Ameriprise Financial Inc
|
9,772 | $4,342,676 | |
| 3 | BX |
Blackstone Inc.
|
2,977 | $342,325 | |
| 4 | AWF |
Alliancebernstein Global High Income Fund Inc
|
20,870 | $212,247 | |
| 5 | EOD |
Allspring Global Dividend Opportunity Fund
|
31,480 | $183,528 | |
| 6 | APO |
Apollo Global Management, Inc.
|
1,397 | $155,653 | |
| 7 | MAIN |
Main Street Capital CORP
|
2,881 | $152,577 | |
| 8 | BTZ |
Blackrock Credit Allocation Income Trust
|
12,803 | $129,310 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,495,498 | 12,993 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $13,924,053 | 13,009 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $15,165,636 | 13,008 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $13,596,181 | 12,958 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $14,554,969 | 15,378 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $159,917 | 156 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $148,123 | 156 | Shares | Sole | 2024-11-20 | |
| No filing history on record for this holder in this stock. | ||||||