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Cassilly Financial Group’s BlackRock Large Cap Core ETF BLCR Stock Holding History

Cassilly Financial Group’s Portfolio BLCR Stock Details BLCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$904K Buy
18,458
+4,848
+36% +$239K 0.61% 35
2026
Q2 		$686K Buy
+13,610
New +$654K 0.5% 41

Other funds holding BLCR

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Cassilly Financial Group's BLCR Position: Q3 2026 in Review

Cassilly Financial Group increased its BlackRock Large Cap Core ETF (BLCR) stake by 36% in Q3 2026, buying an estimated $239K and bringing the position to 18,458 shares worth $904K. The position accounts for 0.61% of the portfolio, ranked #35.

Cassilly Financial Group first reported a position in BLCR in Q2 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold BLCR as of Q3 2026.

  • Cassilly Financial Group held 18,458 shares of BlackRock Large Cap Core ETF worth $904K as of Q3 2026.
  • Cassilly Financial Group bought 4,848 BlackRock Large Cap Core ETF shares in Q3 2026, an estimated $239K.
  • BlackRock Large Cap Core ETF made up 0.61% of Cassilly Financial Group's portfolio in Q3 2026, its #35 holding.
  • Cassilly Financial Group first reported a position in BlackRock Large Cap Core ETF in Q2 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held BlackRock Large Cap Core ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.