BFG
BLK icon

Berger Financial Group’s Blackrock BLK Stock Holding History

Berger Financial Group’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 		$362K Sell
377
-23
-6% -$24.2K 0.02% 334
2025
Q4 		$429K Buy
400
+46
+13% +$50.3K 0.02% 312
2025
Q3 		$413K Buy
354
+11
+3% +$12.3K 0.02% 307
2025
Q2 		$359K Buy
343
+20
+6% +$18.9K 0.02% 309
2025
Q1 		$306K Buy
323
+87
+37% +$85.3K 0.02% 332
2024
Q4 		$242K Sell
236
-2
-0.8% -$2.03K 0.02% 363
2024
Q3 		$226K Buy
+238
New +$206K 0.02% 359

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

Berger Financial Group's BLK Position: Q1 2026 in Review

Berger Financial Group reduced its Blackrock (BLK) stake by 5.8% in Q1 2026, selling an estimated $24.2K and leaving 377 shares worth $362K. The position accounts for 0.02% of the portfolio, ranked #334.

Berger Financial Group first reported a position in BLK in Q3 2024 and has held it in 7 quarters since. The position peaked at $429K in Q4 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Berger Financial Group held 377 shares of Blackrock worth $362K as of Q1 2026.
  • Berger Financial Group sold 23 Blackrock shares in Q1 2026, an estimated $24.2K.
  • Blackrock made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #334 holding.
  • Berger Financial Group first reported a position in Blackrock in Q3 2024 and has held it in 7 quarters since.
  • Berger Financial Group's Blackrock position peaked at $429K in Q4 2025.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.