CFS Investment Advisory Services’s Blackrock BLK Stock Holding History

CFS 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	$283K	Sell	284 -24	-8%	-$24.8K	0.02%	321
2026 Q1	$324K	Buy	308 +42	+16%	+$44.2K	0.02%	301
2025 Q4	$285K	Buy	266 +9	+4%	+$9.84K	0.02%	296
2025 Q3	$292K	Buy	257 +39	+18%	+$43.6K	0.02%	291
2025 Q2	$229K	Sell	218 -23	-10%	-$21.7K	0.02%	306
2025 Q1	$228K	Buy	+241	New	+$236K	0.02%	291
2022 Q4	–	Sell	-75,939	Closed	–	–	138
2022 Q3	$0	Buy	+75,939	New	+$49.7M	﹤0.01%	246
2022 Q2	–	Sell	-113,861	Closed	–	–	246
2022 Q1	$0	Buy	+113,861	New	+$89M	﹤0.01%	429

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

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

CFS Investment Advisory Services reduced its Blackrock (BLK) stake by 7.8% in Q2 2026, selling an estimated $24.8K and leaving 284 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #321.

CFS Investment Advisory Services first reported a position in BLK in Q1 2022 and has held it in 8 quarters since. The position peaked at $324K in Q1 2026. 628 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

CFS Investment Advisory Services held 284 shares of Blackrock worth $283K as of Q2 2026.
CFS Investment Advisory Services sold 24 Blackrock shares in Q2 2026, an estimated $24.8K.
Blackrock made up 0.02% of CFS Investment Advisory Services's portfolio in Q2 2026, its #321 holding.
CFS Investment Advisory Services first reported a position in Blackrock in Q1 2022 and has held it in 8 quarters since.
CFS Investment Advisory Services's Blackrock position peaked at $324K in Q1 2026.
628 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.