Position in BLK
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$7,693
-$869 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026VALLEY WEALTH MANAGERS, INC. holds $9,734,478 across 7 Asset Management names. BLK ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
39,833 | $5,041,264 | |
| 2 | TROW |
Price T Rowe Group Inc
|
45,416 | $4,093,798 | |
| 3 | APO |
Apollo Global Management, Inc.
|
4,539 | $505,735 | |
| 4 | CCD |
Calamos Dynamic Convertible & Income Fund
|
1,500 | $32,025 | |
| 5 | PFG |
Principal Financial Group Inc
|
300 | $27,033 | |
| 6 | GDV |
Gabelli Dividend & Income Trust
|
1,000 | $26,930 | |
| 7 | BLK |
BlackRock, Inc.
This page
|
8 | $7,693 |
All Filings in BLK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,693 | 8 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,562 | 8 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $9,326 | 8 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||