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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
Q3 		$1.6M Buy
1,513
+24
+2% +$26.2K 0.38% 50
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

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Colton Groome Financial Advisors's BLK Position: Q3 2026 in Review

Colton Groome Financial Advisors increased its Blackrock (BLK) stake by 1.6% in Q3 2026, buying an estimated $26.2K and bringing the position to 1,513 shares worth $1.6M. The position accounts for 0.38% of the portfolio, ranked #50.

Colton Groome Financial Advisors first reported a position in BLK in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.73M in Q1 2024. 125 funds tracked by Wall St. Rank hold BLK as of Q3 2026.

  • Colton Groome Financial Advisors held 1,513 shares of Blackrock worth $1.6M as of Q3 2026.
  • Colton Groome Financial Advisors bought 24 Blackrock shares in Q3 2026, an estimated $26.2K.
  • Blackrock made up 0.38% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #50 holding.
  • Colton Groome Financial Advisors first reported a position in Blackrock in Q1 2022 and has held it in 19 quarters since.
  • Colton Groome Financial Advisors's Blackrock position peaked at $1.73M in Q1 2024.
  • 125 funds tracked by Wall St. Rank held Blackrock as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.