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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiduciary Alliance's BLK Position: Q1 2026 in Review

Fiduciary Alliance reduced its Blackrock (BLK) stake by 2% in Q1 2026, selling an estimated $11.6K and leaving 552 shares worth $578K. The position accounts for 0.03% of the portfolio, ranked #348.

Fiduciary Alliance first reported a position in BLK in Q4 2022 and has held it in 7 quarters since. The position peaked at $2.75M in Q1 2025. 2,319 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Fiduciary Alliance held 552 shares of Blackrock worth $578K as of Q1 2026.
Fiduciary Alliance sold 11 Blackrock shares in Q1 2026, an estimated $11.6K.
Blackrock made up 0.03% of Fiduciary Alliance's portfolio in Q1 2026, its #348 holding.
Fiduciary Alliance first reported a position in Blackrock in Q4 2022 and has held it in 7 quarters since.
Fiduciary Alliance's Blackrock position peaked at $2.75M in Q1 2025.
2,319 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.