CC
BLK icon

Copperleaf Capital’s Blackrock BLK Stock Holding History

Copperleaf Capital’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
2025
Q3 		$273K Buy
234
+20
+9% +$22.4K 0.13% 99
2025
Q2 		$225K Buy
+214
New +$202K 0.11% 103
2020
Q1 		– Sell
-1,014
Closed -$510K – 43
2019
Q4 		$510K Buy
+1,014
New +$481K 0.52% 37

Other funds holding BLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Copperleaf Capital's BLK Position: Q3 2025 in Review

Copperleaf Capital increased its Blackrock (BLK) stake by 9.3% in Q3 2025, buying an estimated $22.4K and bringing the position to 234 shares worth $273K. The position accounts for 0.13% of the portfolio, ranked #99.

Copperleaf Capital first reported a position in BLK in Q4 2019 and has held it in 3 quarters since. The position peaked at $510K in Q4 2019. 2,274 funds tracked by Wall St. Rank hold BLK as of Q3 2025.

  • Copperleaf Capital held 234 shares of Blackrock worth $273K as of Q3 2025.
  • Copperleaf Capital bought 20 Blackrock shares in Q3 2025, an estimated $22.4K.
  • Blackrock made up 0.13% of Copperleaf Capital's portfolio in Q3 2025, its #99 holding.
  • Copperleaf Capital first reported a position in Blackrock in Q4 2019 and has held it in 3 quarters since.
  • Copperleaf Capital's Blackrock position peaked at $510K in Q4 2019.
  • 2,274 funds tracked by Wall St. Rank held Blackrock as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.