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Allium Financial Advisors’s Blackrock BLK Stock Holding History

Allium 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
Q1 		$246K Buy
256
+2
+0.8% +$2.1K 0.2% 68
2025
Q4 		$272K Hold
254
– – 0.22% 59
2025
Q3 		$296K Hold
254
– – 0.25% 58
2025
Q2 		$267K Buy
254
+2
+0.8% +$1.89K 0.23% 67
2025
Q1 		$239K Buy
+252
New +$247K 0.22% 67

Other funds holding BLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
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

Allium Financial Advisors's BLK Position: Q1 2026 in Review

Allium Financial Advisors increased its Blackrock (BLK) stake by 0.79% in Q1 2026, buying an estimated $2.1K and bringing the position to 256 shares worth $246K. The position accounts for 0.2% of the portfolio, ranked #68.

Allium Financial Advisors first reported a position in BLK in Q1 2025 and has held it in 5 quarters since. The position peaked at $296K in Q3 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Allium Financial Advisors held 256 shares of Blackrock worth $246K as of Q1 2026.
  • Allium Financial Advisors bought 2 Blackrock shares in Q1 2026, an estimated $2.1K.
  • Blackrock made up 0.2% of Allium Financial Advisors's portfolio in Q1 2026, its #68 holding.
  • Allium Financial Advisors first reported a position in Blackrock in Q1 2025 and has held it in 5 quarters since.
  • Allium Financial Advisors's Blackrock position peaked at $296K in Q3 2025.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.