Position in BLK
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$581,834
-$48,596 QoQ
Shares Held
605
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026CAPITAL ADVISORS INC/OK holds $99,839,647 across 6 Asset Management names. BLK ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
1,020,933 | $41,317,158 | |
| 2 | BX |
Blackstone Inc.
|
249,625 | $28,704,378 | |
| 3 | ARCC |
Ares Capital Corp
|
1,575,250 | $28,386,005 | |
| 4 | APO |
Apollo Global Management, Inc.
|
5,767 | $642,559 | |
| 5 | BLK |
BlackRock, Inc.
This page
|
605 | $581,834 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
5,861 | $207,713 |
All Filings in BLK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $581,834 | 605 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $630,430 | 589 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $649,389 | 557 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $715,588 | 682 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $659,696 | 697 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $739,104 | 721 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||