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

Other funds holding BLK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 2025 and has held it in 6 quarters since. The position peaked at $324K in Q1 2026. 2,337 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 2025 and has held it in 6 quarters since.
CFS Investment Advisory Services's Blackrock position peaked at $324K in Q1 2026.
2,337 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.