CF
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Claris Financial’s Blackrock BLK Stock Holding History

Claris Financial’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
Q1 		$213K Buy
221
+25
+13% +$26.3K 0.12% 164
2025
Q4 		$210K Buy
196
+21
+12% +$23K 0.11% 173
2025
Q3 		$383K Buy
+175
New +$196K 0.22% 103

Other funds holding BLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Claris Financial's BLK Position: Q1 2026 in Review

Claris Financial increased its Blackrock (BLK) stake by 13% in Q1 2026, buying an estimated $26.3K and bringing the position to 221 shares worth $213K. The position accounts for 0.12% of the portfolio, ranked #164.

Claris Financial first reported a position in BLK in Q3 2025 and has held it in 3 quarters since. The position peaked at $383K in Q3 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Claris Financial held 221 shares of Blackrock worth $213K as of Q1 2026.
  • Claris Financial bought 25 Blackrock shares in Q1 2026, an estimated $26.3K.
  • Blackrock made up 0.12% of Claris Financial's portfolio in Q1 2026, its #164 holding.
  • Claris Financial first reported a position in Blackrock in Q3 2025 and has held it in 3 quarters since.
  • Claris Financial's Blackrock position peaked at $383K in Q3 2025.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.