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Beacon Financial Advisory’s Blackrock BLK Stock Holding History

Beacon Financial Advisory’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
Q1 		$351K Buy
365
+6
+2% +$6.31K 0.08% 287
2025
Q4 		$384K Buy
359
+28
+8% +$30.6K 0.09% 251
2025
Q3 		$386K Buy
331
+79
+31% +$88.3K 0.09% 244
2025
Q2 		$265K Buy
252
+13
+5% +$12.3K 0.07% 291
2025
Q1 		$226K Buy
239
+43
+22% +$42.1K 0.07% 299
2024
Q4 		$201K Buy
+196
New +$199K 0.07% 287
2024
Q3 		– Sell
-255
Closed -$201K – 301
2024
Q2 		$201K Buy
+255
New +$199K 0.08% 278

Other funds holding BLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Financial Advisory's BLK Position: Q1 2026 in Review

Beacon Financial Advisory increased its Blackrock (BLK) stake by 1.7% in Q1 2026, buying an estimated $6.31K and bringing the position to 365 shares worth $351K. The position accounts for 0.08% of the portfolio, ranked #287.

Beacon Financial Advisory first reported a position in BLK in Q2 2024 and has held it in 7 quarters since. The position peaked at $386K in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Beacon Financial Advisory held 365 shares of Blackrock worth $351K as of Q1 2026.
  • Beacon Financial Advisory bought 6 Blackrock shares in Q1 2026, an estimated $6.31K.
  • Blackrock made up 0.08% of Beacon Financial Advisory's portfolio in Q1 2026, its #287 holding.
  • Beacon Financial Advisory first reported a position in Blackrock in Q2 2024 and has held it in 7 quarters since.
  • Beacon Financial Advisory's Blackrock position peaked at $386K in Q3 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.