Center for Financial Planning’s Blackrock BLK Stock Holding History

Center for Financial Planning’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	$24K	Hold	25	–	–	﹤0.01%	408
2026 Q1	$24K	Hold	25	–	–	﹤0.01%	396
2025 Q4	$26.8K	Hold	25	–	–	﹤0.01%	377
2025 Q3	$29.1K	Hold	25	–	–	﹤0.01%	372
2025 Q2	$26.2K	Hold	25	–	–	﹤0.01%	362
2025 Q1	$23.7K	Hold	25	–	–	﹤0.01%	372
2024 Q4	$25.6K	Hold	25	–	–	﹤0.01%	322
2024 Q3	$23.7K	Hold	25	–	–	﹤0.01%	318
2024 Q2	$19.7K	Hold	25	–	–	﹤0.01%	327
2024 Q1	$20.8K	Hold	25	–	–	﹤0.01%	324
2023 Q4	$20.3K	Hold	25	–	–	﹤0.01%	310
2023 Q3	$16.2K	Sell	25 -7	-22%	-$4.89K	﹤0.01%	313
2023 Q2	$22.1K	Buy	32 +7	+28%	+$4.69K	﹤0.01%	310
2023 Q1	$16.7K	Hold	25	–	–	﹤0.01%	305
2022 Q4	$17.7K	Hold	25	–	–	﹤0.01%	298
2022 Q3	$14K	Hold	25	–	–	﹤0.01%	317
2022 Q2	$15K	Hold	25	–	–	﹤0.01%	313
2022 Q1	$19K	Hold	25	–	–	﹤0.01%	305
2021 Q4	$23K	Hold	25	–	–	﹤0.01%	298
2021 Q3	$21K	Hold	25	–	–	0.01%	301
2021 Q2	$22K	Hold	25	–	–	0.01%	298
2021 Q1	$19K	Hold	25	–	–	0.01%	309
2020 Q4	$18K	Hold	25	–	–	0.01%	293
2020 Q3	$14K	Buy	25 +15	+150%	+$8.56K	﹤0.01%	285
2020 Q2	$5K	Hold	10	–	–	﹤0.01%	358
2020 Q1	$4K	Hold	10	–	–	﹤0.01%	430
2019 Q4	$5K	Buy	+10	New	+$4.74K	﹤0.01%	364

Other funds holding BLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Center for Financial Planning's BLK Position: Q2 2026 in Review

Center for Financial Planning held its Blackrock (BLK) position steady in Q2 2026 at 25 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Center for Financial Planning first reported a position in BLK in Q4 2019 and has held it in 27 quarters since. The position peaked at $29.1K in Q3 2025. 711 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Center for Financial Planning held 25 shares of Blackrock worth $24K as of Q2 2026.
Center for Financial Planning left its Blackrock share count unchanged in Q2 2026.
Blackrock made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #408 holding.
Center for Financial Planning first reported a position in Blackrock in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's Blackrock position peaked at $29.1K in Q3 2025.
711 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.