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BankPlus Wealth Management’s Blackrock BLK Stock Holding History

BankPlus Wealth Management’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 		$404K Buy
419
+66
+19% +$68.3K 0.18% 82
2026
Q1 		$340K Buy
+353
New +$371K 0.18% 90

Other funds holding BLK

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BankPlus Wealth Management's BLK Position: Q2 2026 in Review

BankPlus Wealth Management increased its Blackrock (BLK) stake by 19% in Q2 2026, buying an estimated $68.3K and bringing the position to 419 shares worth $404K. The position accounts for 0.18% of the portfolio, ranked #82.

BankPlus Wealth Management first reported a position in BLK in Q1 2026 and has held it in 2 quarters since. 1,066 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • BankPlus Wealth Management held 419 shares of Blackrock worth $404K as of Q2 2026.
  • BankPlus Wealth Management bought 66 Blackrock shares in Q2 2026, an estimated $68.3K.
  • Blackrock made up 0.18% of BankPlus Wealth Management's portfolio in Q2 2026, its #82 holding.
  • BankPlus Wealth Management first reported a position in Blackrock in Q1 2026 and has held it in 2 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.