Position in BLK
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$357,756
-$38,269 QoQ
Shares Held
372
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026Capstone Wealth Management Group LLC holds $1,353,920 across 2 Asset Management names. BLK ranks #2 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXSL |
Blackstone Secured Lending Fund
|
42,050 | $996,164 | |
| 2 | BLK |
BlackRock, Inc.
This page
|
372 | $357,756 |
All Filings in BLK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $357,756 | 372 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $396,025 | 370 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $430,206 | 369 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $387,173 | 369 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||