CAPTRUST Financial Advisors’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
$38.2M Buy
39,779
+19,730
+98% +$20.4M 0.06% 256
2026
Q1
$19.3M Buy
20,049
+2,179
+12% +$2.29M 0.03% 369
2025
Q4
$19.1M Buy
17,870
+206
+1% +$225K 0.04% 344
2025
Q3
$20.6M Buy
17,664
+479
+3% +$535K 0.04% 314
2025
Q2
$18M Sell
17,185
-460
-3% -$435K 0.04% 332
2025
Q1
$16.7M Buy
17,645
+9,608
+120% +$9.42M 0.04% 323
2024
Q4
$8.24M Buy
8,037
+1,397
+21% +$1.42M 0.02% 412
2024
Q3
$6.3M Sell
6,640
-417
-6% -$361K 0.02% 473
2024
Q2
$5.56M Buy
7,057
+306
+5% +$239K 0.02% 487
2024
Q1
$5.63M Sell
6,751
-9,343
-58% -$7.51M 0.02% 461
2023
Q4
$13.1M Buy
16,094
+2,840
+21% +$1.98M 0.05% 318
2023
Q3
$8.57M Buy
13,254
+1,555
+13% +$1.09M 0.03% 366
2023
Q2
$8.09M Sell
11,699
-430
-4% -$288K 0.03% 371
2023
Q1
$8.12M Sell
12,129
-1,238
-9% -$872K 0.04% 335
2022
Q4
$9.47M Sell
13,367
-4,005
-23% -$2.67M 0.05% 301
2022
Q3
$9.56M Buy
17,372
+1,583
+10% +$1.04M 0.06% 271
2022
Q2
$9.62M Sell
15,789
-33
-0.2% -$21.5K 0.06% 254
2022
Q1
$12.1M Buy
15,822
+1,047
+7% +$818K 0.08% 213
2021
Q4
$13.5M Buy
14,775
+2,941
+25% +$2.68M 0.09% 200
2021
Q3
$9.92M Buy
11,834
+398
+3% +$357K 0.08% 211
2021
Q2
$10M Buy
11,436
+1,485
+15% +$1.25M 0.09% 192
2021
Q1
$7.5M Buy
9,951
+4,412
+80% +$3.2M 0.08% 217
2020
Q4
$4M Buy
5,539
+467
+9% +$310K 0.05% 281
2020
Q3
$2.88M Buy
5,072
+68
+1% +$38.8K 0.05% 286
2020
Q2
$2.72M Buy
5,004
+479
+11% +$242K 0.04% 303
2020
Q1
$1.85M Buy
4,525
+2,614
+137% +$1.29M 0.04% 316
2019
Q4
$973K Buy
1,911
+1,198
+168% +$568K 0.02% 510
2019
Q3
$318K Hold
713
0.01% 484
2019
Q2
$335K Sell
713
-40
-5% -$18.1K 0.01% 462
2019
Q1
$322K Buy
753
+6
+0.8% +$2.52K 0.01% 432
2018
Q4
$293K Buy
747
+117
+19% +$47.9K 0.02% 370
2018
Q3
$297K Sell
630
-30
-5% -$14.6K 0.01% 368
2018
Q2
$329K Buy
660
+12
+2% +$6.34K 0.02% 288
2018
Q1
$336K Sell
648
-117
-15% -$64.2K 0.02% 263
2017
Q4
$393K Buy
765
+629
+463% +$306K 0.02% 252
2017
Q3
$71K Buy
+136
New +$58K 0.01% 267

Other funds holding BLK

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

CAPTRUST Financial Advisors increased its Blackrock (BLK) stake by 98% in Q2 2026, buying an estimated $20.4M and bringing the position to 39,779 shares worth $38.2M. The position accounts for 0.06% of the portfolio, ranked #256.

CAPTRUST Financial Advisors first reported a position in BLK in Q3 2017 and has held it in 36 quarters since. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • CAPTRUST Financial Advisors held 39,779 shares of Blackrock worth $38.2M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 19,730 Blackrock shares in Q2 2026, an estimated $20.4M.
  • Blackrock made up 0.06% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #256 holding.
  • CAPTRUST Financial Advisors first reported a position in Blackrock in Q3 2017 and has held it in 36 quarters since.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.