COMPASS FINANCIAL MANAGEMENT LLC’s BlackRock Large Cap Core ETF BLCR Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio BLCR Stock Details BLCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.61K	Buy	+32	New	+$1.54K	﹤0.01%	1340

Other funds holding BLCR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's BLCR Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in BlackRock Large Cap Core ETF (BLCR) in Q2 2026: 32 shares worth $1.61K. The stake represents ﹤0.01% of the portfolio and ranks #1340 among its holdings.

351 funds tracked by Wall St. Rank hold BLCR as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 32 shares of BlackRock Large Cap Core ETF worth $1.61K as of Q2 2026.
BlackRock Large Cap Core ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
BlackRock Large Cap Core ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1340 holding.
351 funds tracked by Wall St. Rank held BlackRock Large Cap Core ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.