Position in BLK
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$258,699
+$1,397 QoQ
Shares Held
269
+7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
2 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, 2026Signal Advisors Wealth, LLC holds $3,262,916 across 8 Asset Management names. BLK ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
|
11,377 | $1,587,887 | |
| 2 | FSCO |
FS Credit Opportunities Corp.
|
76,919 | $392,286 | |
| 3 | BLK |
BlackRock, Inc.
This page
|
269 | $258,699 | |
| 4 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
22,698 | $235,605 | |
| 5 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
26,499 | $228,421 | |
| 6 | CSQ |
Calamos Strategic Total Return Fund
|
12,885 | $220,591 | |
| 7 | BPRE |
Bluerock Private Real Estate Fund
|
11,486 | $190,782 | |
| 8 | DSU |
Blackrock Debt Strategies Fund, Inc.
|
15,500 | $148,645 |
All Filings in BLK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $258,699 | 269 | Shares | Sole | 2026-04-17 | |
| 2024-12-31 | $257,302 | 251 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||