Position in BLK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$558,753
-$503,024 QoQ
Shares Held
581
-41.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Herold Advisors, Inc. holds $8,210,452 across 19 Asset Management names. BLK ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
62,014 | $2,509,706 | |
| 2 | BX |
Blackstone Inc.
|
6,615 | $760,658 | |
| 3 | CCD |
Calamos Dynamic Convertible & Income Fund
|
33,067 | $705,980 | |
| 4 | BLK |
BlackRock, Inc.
This page
|
581 | $558,753 | |
| 5 | MYN |
Blackrock Muniyield New York Quality Fund, Inc.
|
55,258 | $530,476 | |
| 6 | BAM |
Brookfield Asset Management Ltd.
|
10,957 | $487,038 | |
| 7 | AB |
Alliancebernstein Holding L.P.
|
11,800 | $441,792 | |
| 8 | PDI |
PIMCO Dynamic Income Fund
|
21,724 | $371,697 |
All Filings in BLK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $558,753 | 581 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,061,777 | 992 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,276,627 | 1,095 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,165,716 | 1,111 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,027,877 | 1,086 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,357,245 | 1,324 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||