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BLK icon

Ethos Financial Group’s Blackrock BLK Stock Holding History

Ethos Financial Group’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 		$327K Sell
303
-169
-36% -$175K 0.02% 456
2026
Q1 		$454K Buy
472
+2
+0.4% +$2.1K 0.03% 330
2025
Q4 		$503K Buy
470
+20
+4% +$21.9K 0.04% 287
2025
Q3 		$524K Sell
450
-4
-0.9% -$4.47K 0.04% 261
2025
Q2 		$476K Buy
454
+32
+8% +$30.3K 0.04% 274
2025
Q1 		$433K Hold
422
– – 0.04% 254
2024
Q4 		$433K Sell
422
-102
-19% -$104K 0.06% 174
2024
Q3 		$497K Buy
524
+8
+2% +$6.92K 0.08% 134
2024
Q2 		$406K Sell
516
-5
-1% -$3.9K 0.07% 165
2024
Q1 		$435K Sell
521
-1,253
-71% -$1.01M 0.08% 158
2023
Q4 		$1.44M Buy
1,774
+1,031
+139% +$720K 0.31% 54
2023
Q3 		$480K Buy
743
+295
+66% +$206K 0.12% 98
2023
Q2 		$300K Hold
448
– – 0.1% 103
2023
Q1 		$300K Sell
448
-27
-6% -$19K 0.09% 123
2022
Q4 		$337K Buy
+475
New +$317K 0.11% 96

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Ethos Financial Group reduced its Blackrock (BLK) stake by 36% in Q2 2026, selling an estimated $175K and leaving 303 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #456.

Ethos Financial Group first reported a position in BLK in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.44M in Q4 2023. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Ethos Financial Group held 303 shares of Blackrock worth $327K as of Q2 2026.
  • Ethos Financial Group sold 169 Blackrock shares in Q2 2026, an estimated $175K.
  • Blackrock made up 0.02% of Ethos Financial Group's portfolio in Q2 2026, its #456 holding.
  • Ethos Financial Group first reported a position in Blackrock in Q4 2022 and has held it in 15 quarters since.
  • Ethos Financial Group's Blackrock position peaked at $1.44M in Q4 2023.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.