Position in BLK
as of Dec 31, 2025
· filed Jan 13, 2026
Position Value
$5,351
-$12,486 QoQ
Shares Held
5
-70.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 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 Dec 31, 2025Stephens Consulting, LLC holds $6,578,981 across 8 Asset Management names. BLK ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
40,278 | $6,468,244 | |
| 2 | PFG |
Principal Financial Group Inc
|
725 | $63,952 | |
| 3 | BGH |
Barings Global Short Duration High Yield Fund
|
1,281 | $19,227 | |
| 4 | FSK |
FS KKR Capital Corp
|
568 | $8,412 | |
| 5 | CHY |
Calamos Convertible & High Income Fund
|
600 | $6,786 | |
| 6 | JRI |
Nuveen Real Asset Income & Growth Fund
|
409 | $5,527 | |
| 7 | BLK |
BlackRock, Inc.
This page
|
5 | $5,351 | |
| 8 | CHW |
Calamos Global Dynamic Income Fund
|
200 | $1,482 |
All Filings in BLK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $5,351 | 5 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $17,837 | 17 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $13,250 | 14 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $12,301 | 12 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||