Position in BLK
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,136,741
-$1,237,273 QoQ
Shares Held
1,182
-46.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $23,304,534 across 43 Asset Management names. BLK ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
14,819 | $1,875,492 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
93,667 | $1,555,808 | |
| 3 | BX |
Blackstone Inc.
|
13,116 | $1,508,208 | |
| 4 | OBDC |
Blue Owl Capital Corp
|
118,081 | $1,305,975 | |
| 5 | STEW |
SRH Total Return Fund, Inc.
|
72,775 | $1,244,452 | |
| 6 | BLK |
BlackRock, Inc.
This page
|
1,182 | $1,136,741 | |
| 7 | FSK |
FS KKR Capital Corp
|
104,651 | $1,065,347 | |
| 8 | ACP |
abrdn Income Credit Strategies Fund
|
203,971 | $1,040,252 |
All Filings in BLK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,136,741 | 1,182 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,374,014 | 2,218 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,196,182 | 1,026 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $743,918 | 709 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $780,846 | 825 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $973,854 | 950 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||