Aft Forsyth & Sober’s Blackrock BLK Stock Holding History

Aft Forsyth & Sober’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 Q1	$1.78M	Buy	+1,850	New	+$1.95M	0.54%	42
2025 Q2	–	Sell	-1,850	Closed	-$1.75M	–	65
2025 Q1	$1.75M	Buy	1,850 +50	+3%	+$49K	0.61%	45
2024 Q4	$1.85M	Hold	1,800	–	–	0.6%	45
2024 Q3	$1.71M	Hold	1,800	–	–	0.56%	52
2024 Q2	$1.42M	Hold	1,800	–	–	0.49%	58
2024 Q1	$1.5M	Hold	1,800	–	–	0.53%	57
2023 Q4	$1.46M	Hold	1,800	–	–	0.56%	54
2023 Q3	$1.16M	Hold	1,800	–	–	0.49%	59
2023 Q2	$1.24M	Hold	1,800	–	–	0.52%	57
2023 Q1	$1.2M	Hold	1,800	–	–	0.61%	54
2022 Q4	$1.28M	Hold	1,800	–	–	0.57%	52
2022 Q3	$991K	Hold	1,800	–	–	0.48%	63
2022 Q2	$1.1M	Hold	1,800	–	–	0.51%	62
2022 Q1	$1.38M	Hold	1,800	–	–	0.54%	55
2021 Q4	$1.65M	Hold	1,800	–	–	0.58%	43
2021 Q3	$1.51M	Buy	1,800 +375	+26%	+$336K	0.57%	48
2021 Q2	$1.25M	Hold	1,425	–	–	0.47%	46
2021 Q1	$1.07M	Buy	1,425 +725	+104%	+$526K	0.44%	52
2020 Q4	$505K	Buy	+700	New	+$464K	0.39%	47
2020 Q3	–	Sell	-100	Closed	-$54K	–	35
2020 Q2	$54K	Buy	+100	New	+$50.5K	0.38%	32

Other funds holding BLK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings

Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return