Position in BLK
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$202,920
-$40,325 QoQ
Shares Held
211
-17.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
3 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, 2026Proactive Wealth Strategies LLC holds $32,037,348 across 6 Asset Management names. BLK ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
571,348 | $13,935,177 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
286,988 | $10,170,854 | |
| 3 | BX |
Blackstone Inc.
|
53,095 | $6,105,394 | |
| 4 | FSK |
FS KKR Capital Corp
|
136,189 | $1,386,404 | |
| 5 | FFA |
First Trust Enhanced Equity Income Fund
|
11,598 | $236,599 | |
| 6 | BLK |
BlackRock, Inc.
This page
|
211 | $202,920 |
All Filings in BLK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $202,920 | 211 | Shares | Sole | 2026-04-29 | |
| 2025-03-31 | $243,245 | 257 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $261,403 | 255 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||