Position in BLK
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$3,989,173
-$396,009 QoQ
Shares Held
4,148
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MSH Capital Advisors LLC holds $13,048,146 across 12 Asset Management names. BLK ranks #1 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
4,148 | $3,989,173 | |
| 2 | GDV |
Gabelli Dividend & Income Trust
|
100,571 | $2,708,377 | |
| 3 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
252,239 | $1,901,882 | |
| 4 | TROW |
Price T Rowe Group Inc
|
19,414 | $1,749,977 | |
| 5 | NAD |
Nuveen Quality Municipal Income Fund
|
66,947 | $769,890 | |
| 6 | BX |
Blackstone Inc.
|
4,668 | $536,773 | |
| 7 | TY |
TRI-CONTINENTAL Corp
|
12,719 | $401,793 | |
| 8 | USA |
Liberty All Star Equity Fund
|
50,960 | $282,828 |
All Filings in BLK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,989,173 | 4,148 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,385,182 | 4,097 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,768,408 | 4,090 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,291,432 | 4,090 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,841,762 | 4,059 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,176,298 | 4,074 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||