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
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

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. 2,332 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.
  • 2,332 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.