Baron Silver Stevens Financial Advisors’s Blackrock BLK Stock Holding History

Baron Silver Stevens 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
2025 Q4	–	Sell	-175	Closed	-$205K	–	134
2025 Q3	$205K	Buy	+175	New	+$196K	0.03%	144
2021 Q3	–	Sell	-292	Closed	-$255K	–	78
2021 Q2	$255K	Buy	+292	New	+$247K	0.07%	71
2021 Q1	–	Sell	-49	Closed	-$35K	–	98
2020 Q4	$35K	Buy	+49	New	+$32.5K	0.01%	159

Other funds holding BLK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's BLK Position: Q4 2025 in Review

Baron Silver Stevens Financial Advisors sold out of Blackrock (BLK) in Q4 2025, closing a stake of 175 shares — an estimated $205K sold.

Baron Silver Stevens Financial Advisors first reported a position in BLK in Q4 2020 and held it in 3 quarters. The position peaked at $255K in Q2 2021. 2,419 funds tracked by Wall St. Rank hold BLK as of Q4 2025.

Baron Silver Stevens Financial Advisors reported no remaining Blackrock position as of Q4 2025 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 175 Blackrock shares in Q4 2025, an estimated $205K.
Baron Silver Stevens Financial Advisors first reported a position in Blackrock in Q4 2020 and held it in 3 quarters.
Baron Silver Stevens Financial Advisors's Blackrock position peaked at $255K in Q2 2021.
2,419 funds tracked by Wall St. Rank held Blackrock as of Q4 2025.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.