Embree Financial Group
BLCR icon

Embree Financial Group’s BlackRock Large Cap Core ETF BLCR Stock Holding History

Embree Financial Group’s Portfolio BLCR Stock Details BLCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.79M Buy
179,523
+13,977
+8% +$689K 0.86% 31
2026
Q2 		$8.34M Buy
165,546
+79,763
+93% +$3.84M 0.84% 30
2026
Q1 		$3.52M Buy
+85,783
New +$3.67M 0.41% 51

Other funds holding BLCR

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Market Street Wealth Management Advisors
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Embree Financial Group's BLCR Position: Q3 2026 in Review

Embree Financial Group increased its BlackRock Large Cap Core ETF (BLCR) stake by 8.4% in Q3 2026, buying an estimated $689K and bringing the position to 179,523 shares worth $8.79M. The position accounts for 0.86% of the portfolio, ranked #31.

Embree Financial Group first reported a position in BLCR in Q1 2026 and has held it in 3 quarters since. 149 funds tracked by Wall St. Rank hold BLCR as of Q3 2026.

  • Embree Financial Group held 179,523 shares of BlackRock Large Cap Core ETF worth $8.79M as of Q3 2026.
  • Embree Financial Group bought 13,977 BlackRock Large Cap Core ETF shares in Q3 2026, an estimated $689K.
  • BlackRock Large Cap Core ETF made up 0.86% of Embree Financial Group's portfolio in Q3 2026, its #31 holding.
  • Embree Financial Group first reported a position in BlackRock Large Cap Core ETF in Q1 2026 and has held it in 3 quarters since.
  • 149 funds tracked by Wall St. Rank held BlackRock Large Cap Core ETF as of Q3 2026.

Based on Embree Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.