Cooper Financial Group’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
$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

Cooper Financial Group's BLK Position: Q2 2026 in Review

Cooper Financial Group reduced its Blackrock (BLK) stake by 59% in Q2 2026, selling an estimated $579K and leaving 391 shares worth $376K. The position accounts for 0.03% of the portfolio, ranked #303.

Cooper Financial Group first reported a position in BLK in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.25M in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Cooper Financial Group held 391 shares of Blackrock worth $376K as of Q2 2026.
  • Cooper Financial Group sold 560 Blackrock shares in Q2 2026, an estimated $579K.
  • Blackrock made up 0.03% of Cooper Financial Group's portfolio in Q2 2026, its #303 holding.
  • Cooper Financial Group first reported a position in Blackrock in Q2 2020 and has held it in 23 quarters since.
  • Cooper Financial Group's Blackrock position peaked at $1.25M in Q3 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.