Cornerstone Advisory’s Blackrock BLK Stock Holding History

Cornerstone Advisory’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 Q2	$483K	Buy	502 +40	+9%	+$41.4K	0.04%	164
2026 Q1	$444K	Buy	462 +5	+1%	+$5.26K	0.04%	164
2025 Q4	$489K	Buy	457 +11	+2%	+$12K	0.05%	155
2025 Q3	$520K	Buy	446 +8	+2%	+$8.94K	0.05%	150
2025 Q2	$460K	Buy	438 +5	+1%	+$4.73K	0.05%	153
2025 Q1	$396K	Buy	433 +48	+12%	+$47K	0.05%	157
2024 Q4	$375K	Buy	+385	New	+$391K	0.04%	169
2024 Q3	–	Sell	-351	Closed	-$276K	–	220
2024 Q2	$276K	Buy	351 +38	+12%	+$29.6K	0.04%	179
2024 Q1	$261K	Buy	313 +36	+13%	+$28.9K	0.04%	202
2023 Q4	$225K	Buy	+277	New	+$193K	0.04%	208
2022 Q1	–	Sell	-88	Closed	-$80K	–	272
2021 Q4	$80K	Buy	+88	New	+$80.3K	0.01%	365
2017 Q1	–	Sell	-563	Closed	-$214K	–	121
2016 Q4	$214K	Buy	+563	New	+$206K	0.16%	86

Other funds holding BLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CapitalatWork SA Auderghem $3.99B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Cornerstone Advisory's BLK Position: Q2 2026 in Review

Cornerstone Advisory increased its Blackrock (BLK) stake by 8.7% in Q2 2026, buying an estimated $41.4K and bringing the position to 502 shares worth $483K. The position accounts for 0.04% of the portfolio, ranked #164.

Cornerstone Advisory first reported a position in BLK in Q4 2016 and has held it in 12 quarters since. The position peaked at $520K in Q3 2025. 944 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Cornerstone Advisory held 502 shares of Blackrock worth $483K as of Q2 2026.
Cornerstone Advisory bought 40 Blackrock shares in Q2 2026, an estimated $41.4K.
Blackrock made up 0.04% of Cornerstone Advisory's portfolio in Q2 2026, its #164 holding.
Cornerstone Advisory first reported a position in Blackrock in Q4 2016 and has held it in 12 quarters since.
Cornerstone Advisory's Blackrock position peaked at $520K in Q3 2025.
944 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.