Position in BLK
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$3,457,347
-$665,602 QoQ
Shares Held
3,595
-6.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026FRG Family Wealth Advisors LLC holds $4,427,862 across 2 Asset Management names. BLK ranks #1 (78.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
3,595 | $3,457,347 | |
| 2 | BX |
Blackstone Inc.
|
8,440 | $970,515 |
All Filings in BLK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,457,347 | 3,595 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,122,949 | 3,852 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,698,456 | 4,030 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,296,678 | 4,095 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,904,230 | 4,125 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,228,578 | 4,125 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||