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Colton Groome Financial Advisors’s Blackrock BLK Stock Holding History

Colton Groome Financial Advisors’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 		$1.43M Buy
1,489
+188
+14% +$194K 0.35% 53
2026
Q1 		$1.25M Buy
1,301
+47
+4% +$49.4K 0.36% 50
2025
Q4 		$1.34M Buy
1,254
+157
+14% +$172K 0.38% 47
2025
Q3 		$1.28M Buy
1,097
+10
+0.9% +$11.2K 0.39% 47
2025
Q2 		$1.14M Buy
1,087
+25
+2% +$23.6K 0.39% 48
2025
Q1 		$971K Sell
1,062
-57
-5% -$55.9K 0.38% 45
2024
Q4 		$1.15M Sell
1,119
-135
-11% -$137K 0.44% 42
2024
Q3 		$1.19M Sell
1,254
-13
-1% -$11.3K 0.45% 45
2024
Q2 		$998K Sell
1,267
-812
-39% -$634K 0.39% 47
2024
Q1 		$1.73M Buy
2,079
+45
+2% +$36.2K 0.7% 34
2023
Q4 		$1.65M Buy
2,034
+505
+33% +$353K 0.72% 32
2023
Q3 		$988K Buy
1,529
+348
+29% +$243K 0.49% 45
2023
Q2 		$816K Buy
1,181
+438
+59% +$293K 0.38% 58
2023
Q1 		$497K Buy
743
+98
+15% +$69K 0.24% 78
2022
Q4 		$457K Buy
645
+120
+23% +$80.1K 0.22% 75
2022
Q3 		$289K Buy
525
+115
+28% +$75.3K 0.15% 83
2022
Q2 		$250K Buy
410
+45
+12% +$29.3K 0.13% 83
2022
Q1 		$279K Buy
+365
New +$285K 0.13% 88

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Colton Groome Financial Advisors's BLK Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its Blackrock (BLK) stake by 14% in Q2 2026, buying an estimated $194K and bringing the position to 1,489 shares worth $1.43M. The position accounts for 0.35% of the portfolio, ranked #53.

Colton Groome Financial Advisors first reported a position in BLK in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.73M in Q1 2024. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Colton Groome Financial Advisors held 1,489 shares of Blackrock worth $1.43M as of Q2 2026.
  • Colton Groome Financial Advisors bought 188 Blackrock shares in Q2 2026, an estimated $194K.
  • Blackrock made up 0.35% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #53 holding.
  • Colton Groome Financial Advisors first reported a position in Blackrock in Q1 2022 and has held it in 18 quarters since.
  • Colton Groome Financial Advisors's Blackrock position peaked at $1.73M in Q1 2024.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.