EFG
BLK icon

Everest Financial Group’s Blackrock BLK Stock Holding History

Everest 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 		$713K Buy
742
+11
+2% +$11.4K 0.1% 116
2026
Q1 		$703K Buy
731
+17
+2% +$17.9K 0.12% 108
2025
Q4 		$764K Buy
+714
New +$781K 0.17% 48

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

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

Everest Financial Group increased its Blackrock (BLK) stake by 1.5% in Q2 2026, buying an estimated $11.4K and bringing the position to 742 shares worth $713K. The position accounts for 0.1% of the portfolio, ranked #116.

Everest Financial Group first reported a position in BLK in Q4 2025 and has held it in 3 quarters since. The position peaked at $764K in Q4 2025. 2,313 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Everest Financial Group held 742 shares of Blackrock worth $713K as of Q2 2026.
  • Everest Financial Group bought 11 Blackrock shares in Q2 2026, an estimated $11.4K.
  • Blackrock made up 0.1% of Everest Financial Group's portfolio in Q2 2026, its #116 holding.
  • Everest Financial Group first reported a position in Blackrock in Q4 2025 and has held it in 3 quarters since.
  • Everest Financial Group's Blackrock position peaked at $764K in Q4 2025.
  • 2,313 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.