Colter Lewis Investment Partners LLC

Position in BLK — BlackRock, Inc.

CIK 2107902 GREENWICH, CT

Position in BLK

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$577,026

New position

Shares Held

600

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

1.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Colter Lewis Investment Partners LLC holds $1,652,261 across 5 Asset Management names. BLK ranks #1 (34.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc. This page	600	$577,026
2	AMP	Ameriprise Financial Inc	1,188	$527,947
3	NMFC	New Mountain Finance Corp	39,103	$303,439
4	KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	13,785	$196,849
5	ECC	Eagle Point Credit Co	12,500	$47,000

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$577,026	600	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.