BFS
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Burkett Financial Services’s Blackrock BLK Stock Holding History

Burkett Financial Services’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
Q3 		$64.7K Buy
61
+58
+1,933% +$63.3K 0.02% 119
2026
Q2 		$2.99K Hold
3
– – ﹤0.01% 226
2026
Q1 		$2.98K Hold
3
– – ﹤0.01% 204
2025
Q4 		$3.27K Hold
3
– – ﹤0.01% 194
2025
Q3 		$3.55K Hold
3
– – ﹤0.01% 182
2025
Q2 		$3.18K Hold
3
– – ﹤0.01% 185
2025
Q1 		$2.85K Hold
3
– – ﹤0.01% 208
2024
Q4 		$3.08K Hold
3
– – ﹤0.01% 179
2024
Q3 		$2.85K Buy
+3
New +$2.6K ﹤0.01% 178

Other funds holding BLK

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Burkett Financial Services's BLK Position: Q3 2026 in Review

Burkett Financial Services increased its Blackrock (BLK) stake by 1,933% in Q3 2026, buying an estimated $63.3K and bringing the position to 61 shares worth $64.7K. The position accounts for 0.02% of the portfolio, ranked #119.

Burkett Financial Services first reported a position in BLK in Q3 2024 and has held it in 9 quarters since. 125 funds tracked by Wall St. Rank hold BLK as of Q3 2026.

  • Burkett Financial Services held 61 shares of Blackrock worth $64.7K as of Q3 2026.
  • Burkett Financial Services bought 58 Blackrock shares in Q3 2026, an estimated $63.3K.
  • Blackrock made up 0.02% of Burkett Financial Services's portfolio in Q3 2026, its #119 holding.
  • Burkett Financial Services first reported a position in Blackrock in Q3 2024 and has held it in 9 quarters since.
  • 125 funds tracked by Wall St. Rank held Blackrock as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.