AFA
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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
Q2 		– Sell
-256
Closed -$246K – 81
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Allium Financial Advisors sold out of Blackrock (BLK) in Q2 2026, closing a stake of 256 shares — an estimated $246K sold.

Allium Financial Advisors first reported a position in BLK in Q1 2025 and held it in 5 quarters. The position peaked at $296K in Q3 2025. 2,329 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Allium Financial Advisors reported no remaining Blackrock position as of Q2 2026 after selling out during the quarter.
  • Allium Financial Advisors sold 256 Blackrock shares in Q2 2026, an estimated $246K.
  • Allium Financial Advisors first reported a position in Blackrock in Q1 2025 and held it in 5 quarters.
  • Allium Financial Advisors's Blackrock position peaked at $296K in Q3 2025.
  • 2,329 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.