BPA
BLK icon

Beacon Pointe Advisors’s Blackrock BLK Stock Holding History

Beacon Pointe 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
2026
Q1 		– Sell
-400
Closed -$428K – 1842
2025
Q4 		$428K Sell
400
-100
-20% -$109K ﹤0.01% 1123
2025
Q3 		$583K Buy
+500
New +$559K ﹤0.01% 957

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 Pointe Advisors's BLK Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Blackrock (BLK) stake by 73% in Q1 2026, buying an estimated $1.94M and bringing the position to 4,380 shares worth $4.21M. The position accounts for 0.02% of the portfolio, ranked #514.

Beacon Pointe Advisors first reported a position in BLK in Q2 2021 and has held it in 19 quarters since. The position peaked at $11.3M in Q1 2022. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Beacon Pointe Advisors held 4,380 shares of Blackrock worth $4.21M as of Q1 2026.
  • Beacon Pointe Advisors bought 1,846 Blackrock shares in Q1 2026, an estimated $1.94M.
  • Blackrock made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #514 holding.
  • Beacon Pointe Advisors first reported a position in Blackrock in Q2 2021 and has held it in 19 quarters since.
  • Beacon Pointe Advisors's Blackrock position peaked at $11.3M in Q1 2022.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.