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Buttonwood Financial Advisors’s Blackrock BLK Stock Holding History

Buttonwood 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
Q2 		$1.19M Sell
1,239
-10
-0.8% -$10.3K 0.36% 53
2026
Q1 		$1.2M Sell
1,249
-14
-1% -$14.7K 0.4% 50
2025
Q4 		$1.35M Sell
1,263
-11
-0.9% -$12K 0.45% 47
2025
Q3 		$1.49M Sell
1,274
-27
-2% -$30.2K 0.51% 40
2025
Q2 		$1.36M Sell
1,301
-36
-3% -$34K 0.55% 37
2025
Q1 		$1.27M Sell
1,337
-12
-0.9% -$11.8K 0.56% 36
2024
Q4 		$1.38M Sell
1,349
-29
-2% -$29.4K 0.61% 35
2024
Q3 		$1.31M Sell
1,378
-41
-3% -$35.5K 0.57% 40
2024
Q2 		$1.12M Sell
1,419
-52
-4% -$40.6K 0.53% 46
2024
Q1 		$1.23M Sell
1,471
-23
-2% -$18.5K 0.58% 43
2023
Q4 		$1.21M Sell
1,494
-58
-4% -$40.5K 0.66% 39
2023
Q3 		$1M Buy
1,552
+91
+6% +$63.6K 0.64% 40
2023
Q2 		$1.01M Buy
1,461
+67
+5% +$44.9K 0.63% 39
2023
Q1 		$932K Sell
1,394
-4
-0.3% -$2.82K 0.72% 38
2022
Q4 		$990K Sell
1,398
-3
-0.2% -$2K 0.83% 35
2022
Q3 		$793K Buy
1,401
+48
+4% +$31.4K 0.71% 38
2022
Q2 		$824K Buy
1,353
+782
+137% +$509K 0.74% 40
2022
Q1 		$436K Buy
+571
New +$446K 0.39% 47

Other funds holding BLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Buttonwood Financial Advisors's BLK Position: Q2 2026 in Review

Buttonwood Financial Advisors reduced its Blackrock (BLK) stake by 0.8% in Q2 2026, selling an estimated $10.3K and leaving 1,239 shares worth $1.19M. The position accounts for 0.36% of the portfolio, ranked #53.

Buttonwood Financial Advisors first reported a position in BLK in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.49M in Q3 2025. 532 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Buttonwood Financial Advisors held 1,239 shares of Blackrock worth $1.19M as of Q2 2026.
  • Buttonwood Financial Advisors sold 10 Blackrock shares in Q2 2026, an estimated $10.3K.
  • Blackrock made up 0.36% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #53 holding.
  • Buttonwood Financial Advisors first reported a position in Blackrock in Q1 2022 and has held it in 18 quarters since.
  • Buttonwood Financial Advisors's Blackrock position peaked at $1.49M in Q3 2025.
  • 532 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.