Fiduciary Alliance’s Blackrock BLK Stock Holding History

Fiduciary Alliance’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	$484K	Sell	504 -48	-9%	-$49.6K	0.03%	371
2026 Q1	$578K	Sell	552 -11	-2%	-$11.6K	0.03%	348
2025 Q4	$603K	Sell	563 -3	-0.5%	-$3.28K	0.04%	314
2025 Q3	$660K	Sell	566 -7	-1%	-$7.83K	0.04%	293
2025 Q2	$601K	Sell	573 -2,335	-80%	-$2.21M	0.04%	298
2025 Q1	$2.75M	Buy	+2,908	New	+$2.85M	0.27%	86
2023 Q3	–	Sell	-76	Closed	-$52.5K	–	254
2023 Q2	$52.5K	Buy	+76	New	+$50.9K	0.01%	309
2023 Q1	–	Sell	-118	Closed	-$83.6K	–	231
2022 Q4	$83.6K	Buy	+118	New	+$78.8K	0.02%	179

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

Fiduciary Alliance's BLK Position: Q2 2026 in Review

Fiduciary Alliance reduced its Blackrock (BLK) stake by 8.7% in Q2 2026, selling an estimated $49.6K and leaving 504 shares worth $484K. The position accounts for 0.03% of the portfolio, ranked #371.

Fiduciary Alliance first reported a position in BLK in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.75M in Q1 2025. 2,328 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Fiduciary Alliance held 504 shares of Blackrock worth $484K as of Q2 2026.
Fiduciary Alliance sold 48 Blackrock shares in Q2 2026, an estimated $49.6K.
Blackrock made up 0.03% of Fiduciary Alliance's portfolio in Q2 2026, its #371 holding.
Fiduciary Alliance first reported a position in Blackrock in Q4 2022 and has held it in 8 quarters since.
Fiduciary Alliance's Blackrock position peaked at $2.75M in Q1 2025.
2,328 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.