Beacon Pointe Advisors’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.7M Buy
13,227
+8,847
+202% +$9.15M 0.06% 286
2026
Q1
$4.21M Buy
4,380
+1,846
+73% +$1.94M 0.02% 514
2025
Q4
$2.71M Buy
2,534
+216
+9% +$236K 0.02% 522
2025
Q3
$2.7M Sell
2,318
-477
-17% -$533K 0.02% 477
2025
Q2
$2.93M Buy
2,795
+187
+7% +$177K 0.03% 413
2025
Q1
$2.47M Sell
2,608
-130
-5% -$127K 0.03% 422
2024
Q4
$2.81M Buy
+2,738
New +$2.78M 0.03% 385
2024
Q3
Sell
-3,942
Closed -$3.1M 1236
2024
Q2
$3.1M Sell
3,942
-84
-2% -$65.5K 0.04% 384
2024
Q1
$3.36M Sell
4,026
-999
-20% -$803K 0.04% 380
2023
Q4
$4.08M Sell
5,025
-284
-5% -$198K 0.05% 325
2023
Q3
$3.43M Buy
5,309
+1,104
+26% +$771K 0.04% 346
2023
Q2
$2.91M Sell
4,205
-196
-4% -$131K 0.05% 313
2023
Q1
$2.94M Buy
4,401
+161
+4% +$113K 0.05% 309
2022
Q4
$3.01M Buy
4,240
+478
+13% +$319K 0.06% 282
2022
Q3
$2.09M Sell
3,762
-438
-10% -$287K 0.05% 310
2022
Q2
$2.56M Sell
4,200
-10,548
-72% -$6.87M 0.05% 286
2022
Q1
$11.3M Buy
14,748
+13,604
+1,189% +$10.6M 0.15% 140
2021
Q4
$1.05M Sell
1,144
-5,491
-83% -$5.01M 0.03% 374
2021
Q3
$5.56M Buy
6,635
+5,752
+651% +$5.15M 0.14% 157
2021
Q2
$772K Buy
+883
New +$746K 0.03% 381

Other funds holding BLK

Beacon Pointe Advisors's BLK Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Blackrock (BLK) stake by 202% in Q2 2026, buying an estimated $9.15M and bringing the position to 13,227 shares worth $12.7M. The position accounts for 0.06% of the portfolio, ranked #286.

Beacon Pointe Advisors first reported a position in BLK in Q2 2021 and has held it in 20 quarters since. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Beacon Pointe Advisors held 13,227 shares of Blackrock worth $12.7M as of Q2 2026.
  • Beacon Pointe Advisors bought 8,847 Blackrock shares in Q2 2026, an estimated $9.15M.
  • Blackrock made up 0.06% of Beacon Pointe Advisors's portfolio in Q2 2026, its #286 holding.
  • Beacon Pointe Advisors first reported a position in Blackrock in Q2 2021 and has held it in 20 quarters since.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.