Position in BLK
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$3,227,498
-$369,914 QoQ
Shares Held
3,356
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.67%
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, 2026Beverly Hills Private Wealth, LLC holds $23,228,692 across 13 Asset Management names. BLK ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
228,066 | $5,177,097 | |
| 2 | DTF |
Dtf Tax-Free Income 2028 Term Fund Inc
|
336,342 | $3,851,115 | |
| 3 | BLK |
BlackRock, Inc.
This page
|
3,356 | $3,227,498 | |
| 4 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
192,065 | $2,742,688 | |
| 5 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
251,657 | $2,617,232 | |
| 6 | NBXG |
Neuberger Next Generation Connectivity Fund Inc.
|
119,258 | $1,534,850 | |
| 7 | STEW |
SRH Total Return Fund, Inc.
|
50,831 | $869,209 | |
| 8 | ARCC |
Ares Capital Corp
|
45,361 | $817,405 |
All Filings in BLK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,227,498 | 3,356 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $3,597,412 | 3,361 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,228,608 | 3,627 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,301,923 | 4,100 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,869,208 | 4,088 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,184,498 | 4,082 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||