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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
Q2 		$2.44M Buy
4,879
+4,597
+1,630% +$4.75M 0.58% 23
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 $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

Fi3 Financial Advisors's BLK Position: Q2 2026 in Review

Fi3 Financial Advisors increased its Blackrock (BLK) stake by 1,630% in Q2 2026, buying an estimated $4.75M and bringing the position to 4,879 shares worth $2.44M. The position accounts for 0.58% of the portfolio, ranked #23.

Fi3 Financial Advisors first reported a position in BLK in Q3 2024 and has held it in 8 quarters since. 2,332 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Fi3 Financial Advisors held 4,879 shares of Blackrock worth $2.44M as of Q2 2026.
  • Fi3 Financial Advisors bought 4,597 Blackrock shares in Q2 2026, an estimated $4.75M.
  • Blackrock made up 0.58% of Fi3 Financial Advisors's portfolio in Q2 2026, its #23 holding.
  • Fi3 Financial Advisors first reported a position in Blackrock in Q3 2024 and has held it in 8 quarters since.
  • 2,332 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.