Position in BLK
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$421,228
-$46,510 QoQ
Shares Held
438
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Gilliland Jeter Wealth Management LLC holds $4,223,173 across 7 Asset Management names. BLK ranks #5 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTO |
John Hancock Financial Opportunities Fund
|
37,387 | $1,341,071 | |
| 2 | GDV |
Gabelli Dividend & Income Trust
|
26,258 | $707,127 | |
| 3 | ACV |
Virtus Diversified Income & Convertible Fund
|
25,149 | $611,120 | |
| 4 | BX |
Blackstone Inc.
|
4,716 | $542,292 | |
| 5 | BLK |
BlackRock, Inc.
This page
|
438 | $421,228 | |
| 6 | CCD |
Calamos Dynamic Convertible & Income Fund
|
17,373 | $370,913 | |
| 7 | CGO |
Calamos Global Total Return Fund
|
20,576 | $229,422 |
All Filings in BLK
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $421,228 | 438 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $467,738 | 437 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $504,821 | 433 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $453,276 | 432 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $407,932 | 431 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||