Convergence Financial’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Convergence Financial's BLK Position: Q2 2026 in Review

Convergence Financial increased its Blackrock (BLK) stake by 93% in Q2 2026, buying an estimated $504K and bringing the position to 1,012 shares worth $974K. The position accounts for 0.08% of the portfolio, ranked #129.

Convergence Financial first reported a position in BLK in Q2 2024 and has held it in 9 quarters since. 2,328 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Convergence Financial held 1,012 shares of Blackrock worth $974K as of Q2 2026.
  • Convergence Financial bought 487 Blackrock shares in Q2 2026, an estimated $504K.
  • Blackrock made up 0.08% of Convergence Financial's portfolio in Q2 2026, its #129 holding.
  • Convergence Financial first reported a position in Blackrock in Q2 2024 and has held it in 9 quarters since.
  • 2,328 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.