BankPlus Trust Department’s Blackrock BLK Stock Holding History

BankPlus Trust Department’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	$1.45M	Buy	1,513 +87	+6%	+$90K	0.34%	68
2026 Q1	$1.37M	Buy	1,426 +1,422	+35,550%	+$1.5M	0.37%	64
2025 Q4	$4.28K	Hold	4	–	–	﹤0.01%	407
2025 Q3	$4.66K	Hold	4	–	–	﹤0.01%	400
2025 Q2	$4.2K	Hold	4	–	–	﹤0.01%	390
2025 Q1	$3.79K	Sell	4 -4	-50%	-$3.92K	﹤0.01%	413
2024 Q4	$8.2K	Buy	+8	New	+$8.12K	﹤0.01%	351

Other funds holding BLK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BankPlus Trust Department's BLK Position: Q2 2026 in Review

BankPlus Trust Department increased its Blackrock (BLK) stake by 6.1% in Q2 2026, buying an estimated $90K and bringing the position to 1,513 shares worth $1.45M. The position accounts for 0.34% of the portfolio, ranked #68.

BankPlus Trust Department first reported a position in BLK in Q4 2024 and has held it in 7 quarters since. 2,334 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

BankPlus Trust Department held 1,513 shares of Blackrock worth $1.45M as of Q2 2026.
BankPlus Trust Department bought 87 Blackrock shares in Q2 2026, an estimated $90K.
Blackrock made up 0.34% of BankPlus Trust Department's portfolio in Q2 2026, its #68 holding.
BankPlus Trust Department first reported a position in Blackrock in Q4 2024 and has held it in 7 quarters since.
2,334 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.