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COFG Advisors’s BlackRock Large Cap Value ETF BLCV Stock Holding History

COFG Advisors’s Portfolio BLCV Stock Details BLCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.48M Buy
35,772
+5,206
+17% +$204K 0.26% 68
2026
Q1 		$1.1M Hold
30,566
– – 0.27% 66
2025
Q4 		$1.14M Buy
+30,566
New +$1.11M 0.28% 64

Other funds holding BLCV

EWA
EP Wealth Advisors Torrance, California $26.2B AUM
EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SA
Skyline Advisors Bellingham, Washington $319M AUM 13.25% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

COFG Advisors's BLCV Position: Q2 2026 in Review

COFG Advisors increased its BlackRock Large Cap Value ETF (BLCV) stake by 17% in Q2 2026, buying an estimated $204K and bringing the position to 35,772 shares worth $1.48M. The position accounts for 0.26% of the portfolio, ranked #68.

COFG Advisors first reported a position in BLCV in Q4 2025 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold BLCV as of Q2 2026.

  • COFG Advisors held 35,772 shares of BlackRock Large Cap Value ETF worth $1.48M as of Q2 2026.
  • COFG Advisors bought 5,206 BlackRock Large Cap Value ETF shares in Q2 2026, an estimated $204K.
  • BlackRock Large Cap Value ETF made up 0.26% of COFG Advisors's portfolio in Q2 2026, its #68 holding.
  • COFG Advisors first reported a position in BlackRock Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 34 funds tracked by Wall St. Rank held BlackRock Large Cap Value ETF as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.