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Benchmark Financial Wealth Advisors’s Blackrock BLK Stock Holding History

Benchmark Financial Wealth 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
Q2 		– Sell
-239
Closed -$230K – 148
2026
Q1 		$230K Buy
239
+14
+6% +$14.7K 0.06% 119
2025
Q4 		$241K Sell
225
-6
-3% -$6.56K 0.07% 106
2025
Q3 		$269K Buy
231
+2
+0.9% +$2.24K 0.08% 96
2025
Q2 		$240K Sell
229
-17
-7% -$16.1K 0.08% 99
2025
Q1 		$233K Buy
+246
New +$241K 0.09% 91

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Benchmark Financial Wealth Advisors's BLK Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors sold out of Blackrock (BLK) in Q2 2026, closing a stake of 239 shares — an estimated $230K sold.

Benchmark Financial Wealth Advisors first reported a position in BLK in Q1 2025 and held it in 5 quarters. The position peaked at $269K in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Benchmark Financial Wealth Advisors reported no remaining Blackrock position as of Q2 2026 after selling out during the quarter.
  • Benchmark Financial Wealth Advisors sold 239 Blackrock shares in Q2 2026, an estimated $230K.
  • Benchmark Financial Wealth Advisors first reported a position in Blackrock in Q1 2025 and held it in 5 quarters.
  • Benchmark Financial Wealth Advisors's Blackrock position peaked at $269K in Q3 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.