Bruce G. Allen Investments’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$184K Sell
191
-21
-10% -$21.7K 0.12% 85
2026
Q1
$204K Sell
212
-16
-7% -$16.8K 0.13% 78
2025
Q4
$244K Sell
228
-22
-9% -$24.1K 0.17% 68
2025
Q3
$291K Sell
250
-1
-0.4% -$1.12K 0.21% 56
2025
Q2
$263K Sell
251
-1
-0.4% -$946 0.2% 58
2025
Q1
$239K Sell
252
-34
-12% -$33.3K 0.19% 61
2024
Q4
$293K Sell
286
-6
-2% -$6.09K 0.24% 55
2024
Q3
$277K Sell
292
-10
-3% -$8.65K 0.22% 59
2024
Q2
$238K Sell
302
-25
-8% -$19.5K 0.2% 64
2024
Q1
$273K Buy
327
+7
+2% +$5.62K 0.22% 57
2023
Q4
$260K Buy
+320
New +$223K 0.24% 57

Other funds holding BLK

Bruce G. Allen Investments's BLK Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Blackrock (BLK) stake by 9.9% in Q2 2026, selling an estimated $21.7K and leaving 191 shares worth $184K. The position accounts for 0.12% of the portfolio, ranked #85.

Bruce G. Allen Investments first reported a position in BLK in Q4 2023 and has held it in 11 quarters since. The position peaked at $293K in Q4 2024. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Bruce G. Allen Investments held 191 shares of Blackrock worth $184K as of Q2 2026.
  • Bruce G. Allen Investments sold 21 Blackrock shares in Q2 2026, an estimated $21.7K.
  • Blackrock made up 0.12% of Bruce G. Allen Investments's portfolio in Q2 2026, its #85 holding.
  • Bruce G. Allen Investments first reported a position in Blackrock in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Blackrock position peaked at $293K in Q4 2024.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.