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Cypress Wealth Services’s Blackrock BLK Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-768
Closed -$433K – 311
2020
Q3 		$433K Buy
+768
New +$438K 0.11% 147

Other funds holding BLK

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Cypress Wealth Services's BLK Position: Q2 2026 in Review

Cypress Wealth Services increased its Blackrock (BLK) stake by 0.51% in Q2 2026, buying an estimated $4.14K and bringing the position to 788 shares worth $757K. The position accounts for 0.09% of the portfolio, ranked #165.

Cypress Wealth Services first reported a position in BLK in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.09M in Q2 2020. 865 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Cypress Wealth Services held 788 shares of Blackrock worth $757K as of Q2 2026.
  • Cypress Wealth Services bought 4 Blackrock shares in Q2 2026, an estimated $4.14K.
  • Blackrock made up 0.09% of Cypress Wealth Services's portfolio in Q2 2026, its #165 holding.
  • Cypress Wealth Services first reported a position in Blackrock in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's Blackrock position peaked at $2.09M in Q2 2020.
  • 865 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.