Position in BLK
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,391,594
+$179,970 QoQ
Shares Held
1,447
+27.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026VestGen Advisors, LLC holds $13,878,326 across 25 Asset Management names. BLK ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GGN |
GAMCO Global Gold, Natural Resources & Income Trust
|
327,797 | $1,743,880 | |
| 2 | NML |
Neuberger Energy Infrastructure & Income Fund Inc.
|
154,235 | $1,621,009 | |
| 3 | PHYS |
Sprott Physical Gold Trust
|
39,976 | $1,416,749 | |
| 4 | BLK |
BlackRock, Inc.
This page
|
1,447 | $1,391,594 | |
| 5 | GNT |
GAMCO Natural Resources, Gold & Income Trust
|
159,600 | $1,332,660 | |
| 6 | BX |
Blackstone Inc.
|
5,898 | $678,211 | |
| 7 | ARCC |
Ares Capital Corp
|
34,470 | $621,149 | |
| 8 | FDUS |
FIDUS INVESTMENT Corp
|
30,245 | $526,867 |
All Filings in BLK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,391,594 | 1,447 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,211,624 | 1,132 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,360,570 | 1,167 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,077,579 | 1,027 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $784,631 | 829 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||