Convergence Financial’s Blackrock BLK Stock Holding History

Convergence Financial’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	$514K	Sell	486 -526	-52%	-$574K	0.07%	163
2026 Q2	$974K	Buy	1,012 +487	+93%	+$504K	0.08%	129
2026 Q1	$505K	Sell	525 -145	-22%	-$153K	0.05%	143
2025 Q4	$717K	Sell	670 -59	-8%	-$64.5K	0.1%	100
2025 Q3	$849K	Sell	729 -31	-4%	-$34.7K	0.13%	93
2025 Q2	$798K	Buy	760 +2	+0.3%	+$1.89K	0.14%	87
2025 Q1	$717K	Sell	758 -25	-3%	-$24.5K	0.14%	83
2024 Q4	$802K	Buy	783 +12	+2%	+$12.2K	0.16%	68
2024 Q3	$732K	Sell	771 -221	-22%	-$191K	0.16%	73
2024 Q2	$781K	Buy	+992	New	+$774K	0.21%	64

Other funds holding BLK

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Convergence Financial's BLK Position: Q3 2026 in Review

Convergence Financial reduced its Blackrock (BLK) stake by 52% in Q3 2026, selling an estimated $574K and leaving 486 shares worth $514K. The position accounts for 0.07% of the portfolio, ranked #163.

Convergence Financial first reported a position in BLK in Q2 2024 and has held it in 10 quarters since. The position peaked at $974K in Q2 2026. 1,439 funds tracked by Wall St. Rank hold BLK as of Q3 2026.

Convergence Financial held 486 shares of Blackrock worth $514K as of Q3 2026.
Convergence Financial sold 526 Blackrock shares in Q3 2026, an estimated $574K.
Blackrock made up 0.07% of Convergence Financial's portfolio in Q3 2026, its #163 holding.
Convergence Financial first reported a position in Blackrock in Q2 2024 and has held it in 10 quarters since.
Convergence Financial's Blackrock position peaked at $974K in Q2 2026.
1,439 funds tracked by Wall St. Rank held Blackrock as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.