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 Q2	$402K	Buy	418 +41	+11%	+$42.4K	0.02%	325
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Berger Financial Group's BLK Position: Q2 2026 in Review

Berger Financial Group increased its Blackrock (BLK) stake by 11% in Q2 2026, buying an estimated $42.4K and bringing the position to 418 shares worth $402K. The position accounts for 0.02% of the portfolio, ranked #325.

Berger Financial Group first reported a position in BLK in Q3 2024 and has held it in 8 quarters since. The position peaked at $429K in Q4 2025. 2,328 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Berger Financial Group held 418 shares of Blackrock worth $402K as of Q2 2026.
Berger Financial Group bought 41 Blackrock shares in Q2 2026, an estimated $42.4K.
Blackrock made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #325 holding.
Berger Financial Group first reported a position in Blackrock in Q3 2024 and has held it in 8 quarters since.
Berger Financial Group's Blackrock position peaked at $429K in Q4 2025.
2,328 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.