Position in BLK
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$320,249
-$173,177 QoQ
Shares Held
333
-27.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
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, 2026AA Financial Advisors, LLC holds $4,885,301 across 4 Asset Management names. BLK ranks #3 (6.6% of the industry book) .
All Filings in BLK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $320,249 | 333 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $493,426 | 461 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $545,627 | 468 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $698,800 | 666 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $636,034 | 672 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $466,425 | 455 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||