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Allen Mooney & Barnes Investment Advisors’s Blackrock BLK Stock Holding History

Allen Mooney & Barnes Investment 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
Q3 		$753K Sell
712
-3
-0.4% -$3.28K 0.11% 79
2026
Q2 		$687K Sell
715
-21
-3% -$21.7K 0.1% 84
2026
Q1 		$708K Sell
736
-8
-1% -$8.42K 0.1% 85
2025
Q4 		$796K Sell
744
-16
-2% -$17.5K 0.12% 83
2025
Q3 		$886K Sell
760
-37
-5% -$41.4K 0.14% 73
2025
Q2 		$836K Sell
797
-14,829
-95% -$14M 0.14% 74
2025
Q1 		$14.8M Buy
15,626
+399
+3% +$391K 2.4% 11
2024
Q4 		$15.6M Sell
15,227
-292
-2% -$296K 2.63% 8
2024
Q3 		$14.7M Sell
15,519
-370
-2% -$320K 2.51% 11
2024
Q2 		$12.5M Buy
15,889
+584
+4% +$456K 2.24% 14
2024
Q1 		$12M Buy
15,305
+35
+0.2% +$28.1K 2.31% 14
2023
Q4 		$12.4M Buy
15,270
+130
+0.9% +$90.7K 2.36% 12
2023
Q3 		$9.79M Buy
15,140
+981
+7% +$685K 2.08% 18
2023
Q2 		$9.79M Sell
14,159
-54
-0.4% -$36.2K 2.17% 15
2023
Q1 		$9.51M Buy
14,213
+296
+2% +$209K 2.28% 14
2022
Q4 		$9.86M Buy
13,917
+376
+3% +$251K 2.37% 13
2022
Q3 		$7.45M Buy
13,541
+344
+3% +$225K 1.99% 22
2022
Q2 		$8.04M Buy
13,197
+984
+8% +$641K 2.06% 16
2022
Q1 		$9.33M Buy
+12,213
New +$9.54M 2.07% 16

Other funds holding BLK

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's BLK Position: Q3 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Blackrock (BLK) stake by 0.42% in Q3 2026, selling an estimated $3.28K and leaving 712 shares worth $753K. The position accounts for 0.11% of the portfolio, ranked #79.

Allen Mooney & Barnes Investment Advisors first reported a position in BLK in Q1 2022 and has held it in 19 quarters since. The position peaked at $15.6M in Q4 2024. 101 funds tracked by Wall St. Rank hold BLK as of Q3 2026.

  • Allen Mooney & Barnes Investment Advisors held 712 shares of Blackrock worth $753K as of Q3 2026.
  • Allen Mooney & Barnes Investment Advisors sold 3 Blackrock shares in Q3 2026, an estimated $3.28K.
  • Blackrock made up 0.11% of Allen Mooney & Barnes Investment Advisors's portfolio in Q3 2026, its #79 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Blackrock in Q1 2022 and has held it in 19 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Blackrock position peaked at $15.6M in Q4 2024.
  • 101 funds tracked by Wall St. Rank held Blackrock as of Q3 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.