BFG
BLK icon

Birch Financial Group’s Blackrock BLK Stock Holding History

Birch 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 		$470K Sell
489
-2
-0.4% -$2.07K 0.24% 73
2026
Q1 		$472K Buy
491
+3
+0.6% +$3.16K 0.28% 72
2025
Q4 		$523K Buy
488
+1
+0.2% +$1.09K 0.3% 65
2025
Q3 		$567K Buy
+487
New +$544K 0.33% 63

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

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

Birch Financial Group reduced its Blackrock (BLK) stake by 0.41% in Q2 2026, selling an estimated $2.07K and leaving 489 shares worth $470K. The position accounts for 0.24% of the portfolio, ranked #73.

Birch Financial Group first reported a position in BLK in Q3 2025 and has held it in 4 quarters since. The position peaked at $567K in Q3 2025. 2,324 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Birch Financial Group held 489 shares of Blackrock worth $470K as of Q2 2026.
  • Birch Financial Group sold 2 Blackrock shares in Q2 2026, an estimated $2.07K.
  • Blackrock made up 0.24% of Birch Financial Group's portfolio in Q2 2026, its #73 holding.
  • Birch Financial Group first reported a position in Blackrock in Q3 2025 and has held it in 4 quarters since.
  • Birch Financial Group's Blackrock position peaked at $567K in Q3 2025.
  • 2,324 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.