BRWA
BLK icon

B. Riley Wealth Advisors’s Blackrock BLK Stock Holding History

B. Riley Wealth 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 		$1.19M Sell
1,247
-221
-15% -$229K 0.06% 274
2026
Q1 		$1.37M Sell
1,468
-238
-14% -$250K 0.09% 223
2025
Q4 		$1.83M Sell
1,706
-170
-9% -$186K 0.08% 221
2025
Q3 		$2.19M Sell
1,876
-281
-13% -$314K 0.1% 193
2025
Q2 		$2.26M Buy
+2,157
New +$2.04M 0.11% 190
2024
Q4 		$3.1M Buy
+3,029
New +$3.07M 0.1% 201
2024
Q3 		– Sell
-3,723
Closed -$2.93M – 1281
2024
Q2 		$2.93M Sell
3,723
-374
-9% -$292K 0.07% 251
2024
Q1 		$2.65M Buy
4,097
+763
+23% +$613K 0.07% 274
2023
Q4 		$2.71M Sell
3,334
-763
-19% -$533K 0.07% 274
2023
Q3 		$2.65M Buy
4,097
+694
+20% +$485K 0.07% 274
2023
Q2 		$2.35M Buy
3,403
+164
+5% +$110K 0.05% 324
2023
Q1 		$2.17M Buy
3,239
+224
+7% +$158K 0.06% 327
2022
Q4 		$2.14M Sell
3,015
-801
-21% -$535K 0.06% 320
2022
Q3 		$2.1M Buy
3,816
+471
+14% +$308K 0.06% 301
2022
Q2 		$2.04M Sell
3,345
-184
-5% -$120K 0.09% 244
2022
Q1 		$2.7M Sell
3,529
-927
-21% -$724K 0.09% 237
2021
Q4 		$4.08M Buy
4,456
+118
+3% +$108K 0.12% 185
2021
Q3 		$3.65M Buy
4,338
+473
+12% +$424K 0.12% 194
2021
Q2 		$3.37M Buy
3,865
+671
+21% +$567K 0.11% 215
2021
Q1 		$2.4M Buy
3,194
+174
+6% +$126K 0.09% 274
2020
Q4 		$2.18M Sell
3,020
-682
-18% -$452K 0.12% 190
2020
Q3 		$2.08M Buy
3,702
+176
+5% +$100K 0.11% 192
2020
Q2 		$1.92M Buy
3,526
+191
+6% +$96.4K 0.13% 171
2020
Q1 		$1.47M Sell
3,335
-202
-6% -$99.5K 0.13% 167
2019
Q4 		$1.78M Buy
3,537
+1,174
+50% +$557K 0.15% 152
2019
Q3 		$1.05M Sell
2,363
-80
-3% -$35.6K 0.1% 218
2019
Q2 		$1.15M Buy
2,443
+865
+55% +$391K 0.13% 185
2019
Q1 		$676K Buy
1,578
+144
+10% +$60.4K 0.08% 256
2018
Q4 		$565K Sell
1,434
-32
-2% -$13.1K 0.08% 267
2018
Q3 		$692K Buy
1,466
+362
+33% +$176K 0.08% 261
2018
Q2 		$552K Buy
1,104
+23
+2% +$12.2K 0.07% 299
2018
Q1 		$588K Sell
1,081
-67
-6% -$36.8K 0.08% 267
2017
Q4 		$591K Sell
1,148
-5
-0.4% -$2.43K 0.08% 276
2017
Q3 		$516K Buy
1,153
+317
+38% +$135K 0.09% 251
2017
Q2 		$354K Buy
836
+120
+17% +$47.9K 0.06% 320
2017
Q1 		$275K Buy
716
+3
+0.4% +$1.15K 0.05% 375
2016
Q4 		$272K Buy
+713
New +$261K 0.06% 370
2015
Q1 		– Sell
-136
Closed -$49 – 727
2014
Q4 		$49 Buy
+136
New +$46.5K ﹤0.01% 2098
2014
Q3 		– Sell
-130
Closed -$41.5K – 784
2014
Q2 		$41.5K Buy
+130
New +$39.8K 0.01% 1112

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

B. Riley Wealth Advisors's BLK Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Blackrock (BLK) stake by 15% in Q2 2026, selling an estimated $229K and leaving 1,247 shares worth $1.19M. The position accounts for 0.06% of the portfolio, ranked #274.

B. Riley Wealth Advisors first reported a position in BLK in Q2 2014 and has held it in 39 quarters since. The position peaked at $4.08M in Q4 2021. 445 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • B. Riley Wealth Advisors held 1,247 shares of Blackrock worth $1.19M as of Q2 2026.
  • B. Riley Wealth Advisors sold 221 Blackrock shares in Q2 2026, an estimated $229K.
  • Blackrock made up 0.06% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #274 holding.
  • B. Riley Wealth Advisors first reported a position in Blackrock in Q2 2014 and has held it in 39 quarters since.
  • B. Riley Wealth Advisors's Blackrock position peaked at $4.08M in Q4 2021.
  • 445 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.