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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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's BLK Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Blackrock (BLK) stake by 2.9% in Q2 2026, selling an estimated $21.7K and leaving 715 shares worth $687K. The position accounts for 0.1% of the portfolio, ranked #84.

Allen Mooney & Barnes Investment Advisors first reported a position in BLK in Q1 2022 and has held it in 18 quarters since. The position peaked at $15.6M in Q4 2024. 1,367 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 715 shares of Blackrock worth $687K as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 21 Blackrock shares in Q2 2026, an estimated $21.7K.
  • Blackrock made up 0.1% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #84 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Blackrock in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Blackrock position peaked at $15.6M in Q4 2024.
  • 1,367 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.