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Cooper Financial Group’s Blackrock BLK Stock Holding History

Cooper Financial Group’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 		$457K Buy
432
+41
+10% +$44.8K 0.04% 272
2026
Q2 		$376K Sell
391
-560
-59% -$579K 0.03% 303
2026
Q1 		$914K Buy
951
+3
+0.3% +$3.16K 0.09% 173
2025
Q4 		$1.01M Sell
948
-125
-12% -$137K 0.11% 140
2025
Q3 		$1.25M Buy
1,073
+175
+19% +$196K 0.14% 119
2025
Q2 		$943K Buy
898
+529
+143% +$500K 0.11% 149
2025
Q1 		$349K Buy
+369
New +$362K 0.05% 290
2024
Q4 		– Sell
-272
Closed -$259K – 391
2024
Q3 		$259K Sell
272
-259
-49% -$224K 0.03% 328
2024
Q2 		$418K Sell
531
-160
-23% -$125K 0.06% 245
2024
Q1 		$576K Buy
691
+32
+5% +$25.7K 0.09% 191
2023
Q4 		$535K Buy
659
+127
+24% +$88.7K 0.1% 193
2023
Q3 		$344K Buy
532
+164
+45% +$115K 0.08% 245
2023
Q2 		$254K Buy
368
+42
+13% +$28.1K 0.06% 270
2023
Q1 		$218K Buy
+326
New +$230K 0.06% 277
2022
Q4 		– Sell
-687
Closed -$378K – 295
2022
Q3 		$378K Buy
687
+104
+18% +$68.1K 0.14% 155
2022
Q2 		$355K Buy
583
+63
+12% +$41K 0.13% 160
2022
Q1 		$397K Buy
520
+29
+6% +$22.7K 0.15% 135
2021
Q4 		$449K Sell
491
-3
-0.6% -$2.74K 0.17% 130
2021
Q3 		$414K Buy
494
+14
+3% +$12.5K 0.09% 147
2021
Q2 		$420K Buy
480
+18
+4% +$15.2K 0.09% 142
2021
Q1 		$348K Sell
462
-132
-22% -$95.8K 0.08% 163
2020
Q4 		$429K Buy
594
+139
+31% +$92.2K 0.09% 168
2020
Q3 		$257K Buy
455
+22
+5% +$12.6K 0.07% 167
2020
Q2 		$236K Buy
+433
New +$219K 0.08% 162

Other funds holding BLK

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Cooper Financial Group's BLK Position: Q3 2026 in Review

Cooper Financial Group increased its Blackrock (BLK) stake by 10% in Q3 2026, buying an estimated $44.8K and bringing the position to 432 shares worth $457K. The position accounts for 0.04% of the portfolio, ranked #272.

Cooper Financial Group first reported a position in BLK in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.25M in Q3 2025. 99 funds tracked by Wall St. Rank hold BLK as of Q3 2026.

  • Cooper Financial Group held 432 shares of Blackrock worth $457K as of Q3 2026.
  • Cooper Financial Group bought 41 Blackrock shares in Q3 2026, an estimated $44.8K.
  • Blackrock made up 0.04% of Cooper Financial Group's portfolio in Q3 2026, its #272 holding.
  • Cooper Financial Group first reported a position in Blackrock in Q2 2020 and has held it in 24 quarters since.
  • Cooper Financial Group's Blackrock position peaked at $1.25M in Q3 2025.
  • 99 funds tracked by Wall St. Rank held Blackrock as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.