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Bragg Financial Advisors’s Blackrock BLK Stock Holding History

Bragg Financial 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
Q1 		$11.4M Buy
11,857
+496
+4% +$522K 0.36% 102
2025
Q4 		$12.2M Buy
11,361
+304
+3% +$332K 0.4% 99
2025
Q3 		$12.9M Sell
11,057
-54
-0.5% -$60.4K 0.43% 89
2025
Q2 		$11.7M Buy
11,111
+633
+6% +$599K 0.42% 90
2025
Q1 		$9.92M Buy
10,478
+214
+2% +$210K 0.41% 93
2024
Q4 		$10.5M Sell
10,264
-160
-2% -$162K 0.43% 92
2024
Q3 		$9.9M Buy
10,424
+284
+3% +$246K 0.41% 95
2024
Q2 		$7.98M Buy
10,140
+209
+2% +$163K 0.36% 101
2024
Q1 		$8.28M Buy
9,931
+344
+4% +$276K 0.37% 100
2023
Q4 		$7.78M Buy
9,587
+977
+11% +$682K 0.37% 100
2023
Q3 		$5.57M Buy
8,610
+444
+5% +$310K 0.29% 115
2023
Q2 		$5.64M Buy
8,166
+969
+13% +$649K 0.31% 113
2023
Q1 		$4.82M Buy
7,197
+726
+11% +$511K 0.28% 118
2022
Q4 		$4.59M Buy
6,471
+1,871
+41% +$1.25M 0.28% 114
2022
Q3 		$2.53M Buy
4,600
+3,611
+365% +$2.36M 0.17% 137
2022
Q2 		$602K Buy
989
+704
+247% +$458K 0.04% 207
2022
Q1 		$218K Buy
+285
New +$223K 0.01% 303

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

Bragg Financial Advisors's BLK Position: Q1 2026 in Review

Bragg Financial Advisors increased its Blackrock (BLK) stake by 4.4% in Q1 2026, buying an estimated $522K and bringing the position to 11,857 shares worth $11.4M. The position accounts for 0.36% of the portfolio, ranked #102.

Bragg Financial Advisors first reported a position in BLK in Q1 2022 and has held it in 17 quarters since. The position peaked at $12.9M in Q3 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Bragg Financial Advisors held 11,857 shares of Blackrock worth $11.4M as of Q1 2026.
  • Bragg Financial Advisors bought 496 Blackrock shares in Q1 2026, an estimated $522K.
  • Blackrock made up 0.36% of Bragg Financial Advisors's portfolio in Q1 2026, its #102 holding.
  • Bragg Financial Advisors first reported a position in Blackrock in Q1 2022 and has held it in 17 quarters since.
  • Bragg Financial Advisors's Blackrock position peaked at $12.9M in Q3 2025.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.