Position in BLK
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$1,540,659
-$47,725 QoQ
Shares Held
1,602
+8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
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, 2026Accurate Wealth Management, LLC holds $7,306,602 across 13 Asset Management names. BLK ranks #2 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
15,488 | $1,780,965 | |
| 2 | BLK |
BlackRock, Inc.
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|
1,602 | $1,540,659 | |
| 3 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
61,230 | $775,171 | |
| 4 | NCDL |
Nuveen Churchill Direct Lending Corp.
|
51,074 | $649,661 | |
| 5 | DNP |
Dnp Select Income Fund Inc
|
50,162 | $516,668 | |
| 6 | TROW |
Price T Rowe Group Inc
|
4,440 | $400,221 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
8,595 | $304,606 | |
| 8 | BXSL |
Blackstone Secured Lending Fund
|
11,891 | $281,697 |
All Filings in BLK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,540,659 | 1,602 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,588,384 | 1,484 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,617,061 | 1,387 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,357,729 | 1,294 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,147,133 | 1,212 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,079,440 | 1,053 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||