FFA
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Fi3 Financial Advisors’s Blackrock BLK Stock Holding History

Fi3 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
Q1 		$271K Sell
282
-41
-13% -$43.1K 0.08% 156
2025
Q4 		$346K Buy
323
+106
+49% +$116K 0.11% 114
2025
Q3 		$253K Sell
217
-13
-6% -$14.5K 0.09% 118
2025
Q2 		$241K Sell
230
-13
-5% -$12.3K 0.09% 131
2025
Q1 		$230K Sell
243
-5
-2% -$4.9K 0.09% 107
2024
Q4 		$254K Buy
248
+29
+13% +$29.4K 0.1% 92
2024
Q3 		$208K Buy
+219
New +$190K 0.08% 105

Other funds holding BLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fi3 Financial Advisors's BLK Position: Q1 2026 in Review

Fi3 Financial Advisors reduced its Blackrock (BLK) stake by 13% in Q1 2026, selling an estimated $43.1K and leaving 282 shares worth $271K. The position accounts for 0.08% of the portfolio, ranked #156.

Fi3 Financial Advisors first reported a position in BLK in Q3 2024 and has held it in 7 quarters since. The position peaked at $346K in Q4 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Fi3 Financial Advisors held 282 shares of Blackrock worth $271K as of Q1 2026.
  • Fi3 Financial Advisors sold 41 Blackrock shares in Q1 2026, an estimated $43.1K.
  • Blackrock made up 0.08% of Fi3 Financial Advisors's portfolio in Q1 2026, its #156 holding.
  • Fi3 Financial Advisors first reported a position in Blackrock in Q3 2024 and has held it in 7 quarters since.
  • Fi3 Financial Advisors's Blackrock position peaked at $346K in Q4 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.