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 Q2	$340K	Sell	354 -11	-3%	-$11.4K	0.07%	313
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 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

Beacon Financial Advisory's BLK Position: Q2 2026 in Review

Beacon Financial Advisory reduced its Blackrock (BLK) stake by 3% in Q2 2026, selling an estimated $11.4K and leaving 354 shares worth $340K. The position accounts for 0.07% of the portfolio, ranked #313.

Beacon Financial Advisory first reported a position in BLK in Q2 2024 and has held it in 8 quarters since. The position peaked at $386K in Q3 2025. 2,331 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Beacon Financial Advisory held 354 shares of Blackrock worth $340K as of Q2 2026.
Beacon Financial Advisory sold 11 Blackrock shares in Q2 2026, an estimated $11.4K.
Blackrock made up 0.07% of Beacon Financial Advisory's portfolio in Q2 2026, its #313 holding.
Beacon Financial Advisory first reported a position in Blackrock in Q2 2024 and has held it in 8 quarters since.
Beacon Financial Advisory's Blackrock position peaked at $386K in Q3 2025.
2,331 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.