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Everpar Advisors’s Blackrock BLK Stock Holding History

Everpar 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 		$394K Buy
410
+20
+5% +$20.7K 0.11% 170
2026
Q1 		$375K Buy
390
+25
+7% +$26.3K 0.13% 170
2025
Q4 		$391K Buy
365
+36
+11% +$39.4K 0.14% 156
2025
Q3 		$384K Buy
329
+17
+5% +$19K 0.15% 157
2025
Q2 		$327K Buy
312
+29
+10% +$27.4K 0.15% 187
2025
Q1 		$268K Sell
283
-11
-4% -$10.8K 0.14% 203
2024
Q4 		$301K Sell
294
-3
-1% -$3.04K 0.15% 186
2024
Q3 		$282K Sell
297
-469
-61% -$406K 0.15% 196
2024
Q2 		$603K Buy
766
+76
+11% +$59.3K 0.3% 93
2024
Q1 		$575K Sell
690
-17
-2% -$13.7K 0.35% 82
2023
Q4 		$574K Buy
+707
New +$494K 0.27% 132

Other funds holding BLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Everpar Advisors's BLK Position: Q2 2026 in Review

Everpar Advisors increased its Blackrock (BLK) stake by 5.1% in Q2 2026, buying an estimated $20.7K and bringing the position to 410 shares worth $394K. The position accounts for 0.11% of the portfolio, ranked #170.

Everpar Advisors first reported a position in BLK in Q4 2023 and has held it in 11 quarters since. The position peaked at $603K in Q2 2024. 382 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Everpar Advisors held 410 shares of Blackrock worth $394K as of Q2 2026.
  • Everpar Advisors bought 20 Blackrock shares in Q2 2026, an estimated $20.7K.
  • Blackrock made up 0.11% of Everpar Advisors's portfolio in Q2 2026, its #170 holding.
  • Everpar Advisors first reported a position in Blackrock in Q4 2023 and has held it in 11 quarters since.
  • Everpar Advisors's Blackrock position peaked at $603K in Q2 2024.
  • 382 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.