Position in BLK
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$8,414,000
+$4,692,428 QoQ
Shares Held
8,749
+151.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.63%
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, 2026Cyndeo Wealth Partners, LLC holds $97,086,947 across 22 Asset Management names. BLK ranks #6 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
563,098 | $19,956,193 | |
| 2 | JFR |
Nuveen Floating Rate Income Fund
|
1,795,370 | $13,501,182 | |
| 3 | PSLV |
Sprott Physical Silver Trust
|
545,035 | $13,293,403 | |
| 4 | BIT |
BlackRock Multi-Sector Income Trust
|
879,881 | $11,016,110 | |
| 5 | PDI |
PIMCO Dynamic Income Fund
|
619,822 | $10,605,154 | |
| 6 | BLK |
BlackRock, Inc.
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|
8,749 | $8,414,000 | |
| 7 | EVV |
Eaton Vance Ltd Duration Income Fund
|
401,237 | $3,791,689 | |
| 8 | RQI |
Cohen & Steers Quality Income Realty Fund Inc
|
302,360 | $3,643,438 |
All Filings in BLK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,414,000 | 8,749 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,721,572 | 3,477 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,588,547 | 3,078 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $3,064,859 | 2,921 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,035,449 | 1,094 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $8,811,845 | 8,596 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||