Position in BLK
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$123,098
+$2,150 QoQ
Shares Held
128
+13.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
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, 2026Bell Investment Advisors, Inc holds $496,603 across 33 Asset Management names. BLK ranks #1 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
128 | $123,098 | |
| 2 | QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
|
2,028 | $54,086 | |
| 3 | AMP |
Ameriprise Financial Inc
|
91 | $40,440 | |
| 4 | JHG |
Janus Henderson Group Ltd.
|
617 | $31,695 | |
| 5 | PFG |
Principal Financial Group Inc
|
348 | $31,358 | |
| 6 | BX |
Blackstone Inc.
|
256 | $29,437 | |
| 7 | STT |
State Street Corp
|
165 | $20,882 | |
| 8 | RJF |
Raymond James Financial Inc
|
144 | $20,849 |
All Filings in BLK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $123,098 | 128 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $120,948 | 113 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $130,577 | 112 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $121,713 | 116 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $107,898 | 114 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $115,837 | 113 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||