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Concurrent Investment Advisors’s Blackrock BLK Stock Holding History

Concurrent Investment 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 		$8.43M Buy
8,770
+102
+1% +$105K 0.07% 304
2026
Q1 		$8.34M Sell
8,668
-337
-4% -$355K 0.09% 243
2025
Q4 		$9.64M Buy
9,005
+1,556
+21% +$1.7M 0.11% 191
2025
Q3 		$8.68M Sell
7,449
-137
-2% -$153K 0.15% 146
2025
Q2 		$7.96M Buy
7,586
+523
+7% +$495K 0.15% 142
2025
Q1 		$6.69M Buy
7,063
+2,774
+65% +$2.72M 0.16% 133
2024
Q4 		$4.4M Buy
+4,289
New +$4.35M 0.12% 180
2024
Q3 		– Sell
-4,259
Closed -$3.35M – 1102
2024
Q2 		$3.35M Buy
4,259
+258
+6% +$201K 0.11% 192
2024
Q1 		$3.34M Sell
4,001
-1,428
-26% -$1.15M 0.13% 168
2023
Q4 		$4.41M Buy
+5,429
New +$3.79M 0.21% 110

Other funds holding BLK

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Concurrent Investment Advisors's BLK Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Blackrock (BLK) stake by 1.2% in Q2 2026, buying an estimated $105K and bringing the position to 8,770 shares worth $8.43M. The position accounts for 0.07% of the portfolio, ranked #304.

Concurrent Investment Advisors first reported a position in BLK in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.64M in Q4 2025. 865 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Concurrent Investment Advisors held 8,770 shares of Blackrock worth $8.43M as of Q2 2026.
  • Concurrent Investment Advisors bought 102 Blackrock shares in Q2 2026, an estimated $105K.
  • Blackrock made up 0.07% of Concurrent Investment Advisors's portfolio in Q2 2026, its #304 holding.
  • Concurrent Investment Advisors first reported a position in Blackrock in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Blackrock position peaked at $9.64M in Q4 2025.
  • 865 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.