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CBIZ Investment Advisory Services’s Blackrock BLK Stock Holding History

CBIZ Investment Advisory 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
Q2 		$2.88K Hold
3
– – ﹤0.01% 291
2026
Q1 		$2.88K Sell
3
-35
-92% -$36.8K ﹤0.01% 291
2025
Q4 		$40.7K Buy
38
+6
+19% +$6.56K ﹤0.01% 164
2025
Q3 		$37.3K Buy
32
+4
+14% +$4.47K ﹤0.01% 160
2025
Q2 		$29.4K Buy
28
+17
+155% +$16.1K ﹤0.01% 198
2025
Q1 		$10.4K Buy
+11
New +$10.8K ﹤0.01% 310

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

CBIZ Investment Advisory Services's BLK Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Blackrock (BLK) position steady in Q2 2026 at 3 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

CBIZ Investment Advisory Services first reported a position in BLK in Q1 2025 and has held it in 6 quarters since. The position peaked at $40.7K in Q4 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • CBIZ Investment Advisory Services held 3 shares of Blackrock worth $2.88K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Blackrock share count unchanged in Q2 2026.
  • Blackrock made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #291 holding.
  • CBIZ Investment Advisory Services first reported a position in Blackrock in Q1 2025 and has held it in 6 quarters since.
  • CBIZ Investment Advisory Services's Blackrock position peaked at $40.7K in Q4 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.