AA Financial Advisors’s Blackrock BLK Stock Holding History

AA Financial Advisors’s Portfolio BLK Stock Details BLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$306K	Sell	318 -15	-5%	-$15.5K	0.04%	188
2026 Q1	$320K	Sell	333 -128	-28%	-$135K	0.05%	175
2025 Q4	$493K	Sell	461 -7	-1%	-$7.65K	0.09%	128
2025 Q3	$546K	Sell	468 -198	-30%	-$221K	0.11%	107
2025 Q2	$699K	Sell	666 -6	-0.9%	-$5.67K	0.15%	88
2025 Q1	$636K	Buy	672 +217	+48%	+$213K	0.16%	88
2024 Q4	$466K	Buy	+455	New	+$462K	0.12%	103
2024 Q3	–	Sell	-707	Closed	-$557K	–	173
2024 Q2	$557K	Buy	707 +43	+6%	+$33.5K	0.2%	91
2024 Q1	$554K	Buy	+664	New	+$533K	0.22%	89

Other funds holding BLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

AA Financial Advisors's BLK Position: Q2 2026 in Review

AA Financial Advisors reduced its Blackrock (BLK) stake by 4.5% in Q2 2026, selling an estimated $15.5K and leaving 318 shares worth $306K. The position accounts for 0.04% of the portfolio, ranked #188.

AA Financial Advisors first reported a position in BLK in Q1 2024 and has held it in 9 quarters since. The position peaked at $699K in Q2 2025. 711 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

AA Financial Advisors held 318 shares of Blackrock worth $306K as of Q2 2026.
AA Financial Advisors sold 15 Blackrock shares in Q2 2026, an estimated $15.5K.
Blackrock made up 0.04% of AA Financial Advisors's portfolio in Q2 2026, its #188 holding.
AA Financial Advisors first reported a position in Blackrock in Q1 2024 and has held it in 9 quarters since.
AA Financial Advisors's Blackrock position peaked at $699K in Q2 2025.
711 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.