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Apella Capital’s Blackrock BLK Stock Holding History

Apella Capital’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 		$551K Buy
546
+22
+4% +$22.8K 0.01% 459
2026
Q1 		$552K Buy
524
+293
+127% +$308K 0.01% 450
2025
Q4 		$247K Sell
231
-3
-1% -$3.28K ﹤0.01% 481
2025
Q3 		$274K Buy
+234
New +$262K 0.01% 406

Other funds holding BLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Apella Capital's BLK Position: Q2 2026 in Review

Apella Capital increased its Blackrock (BLK) stake by 4.2% in Q2 2026, buying an estimated $22.8K and bringing the position to 546 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #459.

Apella Capital first reported a position in BLK in Q3 2025 and has held it in 4 quarters since. The position peaked at $552K in Q1 2026. 382 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Apella Capital held 546 shares of Blackrock worth $551K as of Q2 2026.
  • Apella Capital bought 22 Blackrock shares in Q2 2026, an estimated $22.8K.
  • Blackrock made up 0.01% of Apella Capital's portfolio in Q2 2026, its #459 holding.
  • Apella Capital first reported a position in Blackrock in Q3 2025 and has held it in 4 quarters since.
  • Apella Capital's Blackrock position peaked at $552K in Q1 2026.
  • 382 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.