Evernest Financial Advisors’s Blackrock BLK Stock Holding History

Evernest Financial Advisors’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	$431K	Sell	448 -20	-4%	-$20.7K	0.09%	126
2026 Q1	$495K	Hold	468	–	–	0.1%	115
2025 Q4	$506K	Sell	468 -70	-13%	-$76.5K	0.11%	113
2025 Q3	$627K	Buy	538 +2	+0.4%	+$2.24K	0.18%	104
2025 Q2	$563K	Buy	536 +63	+13%	+$59.6K	0.18%	104
2025 Q1	$448K	Sell	473 -44	-9%	-$43.1K	0.16%	109
2024 Q4	$530K	Sell	517 -60	-10%	-$60.9K	0.14%	102
2024 Q3	$548K	Buy	577 +3	+0.5%	+$2.6K	0.15%	102
2024 Q2	$452K	Buy	574 +2	+0.3%	+$1.56K	0.2%	91
2024 Q1	$429K	Sell	572 -66	-10%	-$53K	0.2%	90
2023 Q4	$518K	Buy	+638	New	+$445K	0.26%	83
2021 Q4	$406K	Buy	+509	New	+$464K	0.21%	89

Other funds holding BLK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evernest Financial Advisors's BLK Position: Q2 2026 in Review

Evernest Financial Advisors reduced its Blackrock (BLK) stake by 4.3% in Q2 2026, selling an estimated $20.7K and leaving 448 shares worth $431K. The position accounts for 0.09% of the portfolio, ranked #126.

Evernest Financial Advisors first reported a position in BLK in Q4 2021 and has held it in 12 quarters since. The position peaked at $627K in Q3 2025. 2,328 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Evernest Financial Advisors held 448 shares of Blackrock worth $431K as of Q2 2026.
Evernest Financial Advisors sold 20 Blackrock shares in Q2 2026, an estimated $20.7K.
Blackrock made up 0.09% of Evernest Financial Advisors's portfolio in Q2 2026, its #126 holding.
Evernest Financial Advisors first reported a position in Blackrock in Q4 2021 and has held it in 12 quarters since.
Evernest Financial Advisors's Blackrock position peaked at $627K in Q3 2025.
2,328 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.