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Catalyst Financial Partners’s Blackrock BLK Stock Holding History

Catalyst Financial Partners’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 		$862K Sell
896
-50
-5% -$51.7K 0.09% 140
2026
Q1 		$910K Sell
946
-30
-3% -$31.6K 0.11% 113
2025
Q4 		$1.04M Buy
976
+37
+4% +$40.5K 0.12% 92
2025
Q3 		$1.09M Buy
939
+51
+6% +$57K 0.13% 79
2025
Q2 		$932K Buy
888
+18
+2% +$17K 0.1% 88
2025
Q1 		$823K Buy
870
+37
+4% +$36.3K 0.15% 83
2024
Q4 		$854K Sell
833
-18
-2% -$18.3K 0.16% 73
2024
Q3 		$808K Sell
851
-39
-4% -$33.8K 0.16% 83
2024
Q2 		$701K Buy
890
+9
+1% +$7.02K 0.15% 87
2024
Q1 		$664K Sell
881
-58
-6% -$46.6K 0.17% 80
2023
Q4 		$762K Sell
939
-227
-19% -$158K 0.22% 66
2023
Q3 		$754K Buy
1,166
+91
+8% +$63.6K 0.24% 62
2023
Q2 		$743K Buy
1,075
+209
+24% +$140K 0.26% 58
2023
Q1 		$579K Buy
866
+493
+132% +$347K 0.25% 67
2022
Q4 		$264K Buy
+373
New +$249K 0.14% 126

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Catalyst Financial Partners's BLK Position: Q2 2026 in Review

Catalyst Financial Partners reduced its Blackrock (BLK) stake by 5.3% in Q2 2026, selling an estimated $51.7K and leaving 896 shares worth $862K. The position accounts for 0.09% of the portfolio, ranked #140.

Catalyst Financial Partners first reported a position in BLK in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.09M in Q3 2025. 2,328 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Catalyst Financial Partners held 896 shares of Blackrock worth $862K as of Q2 2026.
  • Catalyst Financial Partners sold 50 Blackrock shares in Q2 2026, an estimated $51.7K.
  • Blackrock made up 0.09% of Catalyst Financial Partners's portfolio in Q2 2026, its #140 holding.
  • Catalyst Financial Partners first reported a position in Blackrock in Q4 2022 and has held it in 15 quarters since.
  • Catalyst Financial Partners's Blackrock position peaked at $1.09M in Q3 2025.
  • 2,328 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.