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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Convergence Financial's BLK Position: Q1 2026 in Review

Convergence Financial reduced its Blackrock (BLK) stake by 22% in Q1 2026, selling an estimated $153K and leaving 525 shares worth $505K. The position accounts for 0.05% of the portfolio, ranked #143.

Convergence Financial first reported a position in BLK in Q2 2024 and has held it in 8 quarters since. The position peaked at $849K in Q3 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Convergence Financial held 525 shares of Blackrock worth $505K as of Q1 2026.
Convergence Financial sold 145 Blackrock shares in Q1 2026, an estimated $153K.
Blackrock made up 0.05% of Convergence Financial's portfolio in Q1 2026, its #143 holding.
Convergence Financial first reported a position in Blackrock in Q2 2024 and has held it in 8 quarters since.
Convergence Financial's Blackrock position peaked at $849K in Q3 2025.
2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.