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Comprehensive Financial Planning’s Blackrock BLK Stock Holding History

Comprehensive Financial Planning’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 		– Sell
-3
Closed -$3.21K – 394
2025
Q4 		$3.21K Buy
+3
New +$3.28K ﹤0.01% 338

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 $3.38T AUM 44.17% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Comprehensive Financial Planning's BLK Position: Q1 2026 in Review

Comprehensive Financial Planning sold out of Blackrock (BLK) in Q1 2026, closing a stake of 3 shares — an estimated $3.21K sold.

Comprehensive Financial Planning first reported a position in BLK in Q4 2025 and held it in 1 quarter. The position peaked at $3.21K in Q4 2025. 2,342 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Comprehensive Financial Planning reported no remaining Blackrock position as of Q1 2026 after selling out during the quarter.
  • Comprehensive Financial Planning sold 3 Blackrock shares in Q1 2026, an estimated $3.21K.
  • Comprehensive Financial Planning first reported a position in Blackrock in Q4 2025 and held it in 1 quarter.
  • Comprehensive Financial Planning's Blackrock position peaked at $3.21K in Q4 2025.
  • 2,342 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.