Fiduciary Group’s Blackrock BLK Stock Holding History

Fiduciary Group’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	$2.69M	Sell	2,793 -39	-1%	-$41K	0.23%	89
2025 Q4	$3.03M	Sell	2,832 -3	-0.1%	-$3.28K	0.25%	80
2025 Q3	$3.31M	Buy	2,835 +13	+0.5%	+$14.5K	0.29%	82
2025 Q2	$2.96M	Sell	2,822 -15	-0.5%	-$14.2K	0.28%	84
2025 Q1	$2.69M	Hold	2,837	–	–	0.27%	88
2024 Q4	$2.91M	Sell	2,837 -19	-0.7%	-$19.3K	0.29%	82
2024 Q3	$2.71M	Sell	2,856 -13	-0.5%	-$11.3K	0.27%	86
2024 Q2	$2.26M	Sell	2,869 -8	-0.3%	-$6.24K	0.24%	86
2024 Q1	$2.4M	Sell	2,877 -1	-0%	-$803	0.26%	86
2023 Q4	$2.34M	Sell	2,878 -120	-4%	-$83.8K	0.27%	83
2023 Q3	$1.94M	Sell	2,998 -60	-2%	-$41.9K	0.25%	81
2023 Q2	$2.11M	Sell	3,058 -34	-1%	-$22.8K	0.26%	83
2023 Q1	$2.07M	Buy	3,092 +11	+0.4%	+$7.75K	0.27%	83
2022 Q4	$2.18M	Sell	3,081 -305	-9%	-$204K	0.29%	78
2022 Q3	$2.57M	Hold	3,386	–	–	0.33%	70
2022 Q2	$2.47M	Buy	3,386 +37	+1%	+$24.1K	0.31%	72
2022 Q1	$2.01M	Buy	3,349 +11	+0.3%	+$8.59K	0.27%	79
2021 Q4	$3.06M	Buy	3,338 +35	+1%	+$31.9K	0.34%	69
2021 Q3	$3.08M	Sell	3,303 -3	-0.1%	-$2.69K	0.35%	63
2021 Q2	$2.92M	Buy	3,306 +14	+0.4%	+$11.8K	0.34%	65
2021 Q1	$2.7M	Buy	3,292 +16	+0.5%	+$11.6K	0.33%	66
2020 Q4	$2.36M	Buy	3,276 +20	+0.6%	+$13.3K	0.31%	71
2020 Q3	$1.83M	Sell	3,256 -5	-0.2%	-$2.85K	0.28%	75
2020 Q2	$1.77M	Sell	3,261 -139	-4%	-$70.2K	0.3%	69
2020 Q1	$1.5M	Sell	3,400 -3	-0.1%	-$1.48K	0.29%	65
2019 Q4	$1.71M	Sell	3,403 -21	-0.6%	-$9.96K	0.27%	70
2019 Q3	$1.53M	Sell	3,424 -216	-6%	-$96.2K	0.27%	73
2019 Q2	$1.71M	Sell	3,640 -210	-5%	-$95K	0.31%	68
2019 Q1	$1.65M	Buy	3,850 +81	+2%	+$34K	0.31%	70
2018 Q4	$1.48M	Sell	3,769 -96	-2%	-$39.3K	0.31%	72
2018 Q3	$1.82M	Sell	3,865 -305	-7%	-$148K	0.36%	63
2018 Q2	$2.08M	Sell	4,170 -19	-0.5%	-$10K	0.44%	55
2018 Q1	$2.27M	Buy	4,189 +1	+0%	+$549	0.49%	56
2017 Q4	$2.15M	Sell	4,188 -92	-2%	-$44.7K	0.46%	57
2017 Q3	$1.91M	Sell	4,280 -152	-3%	-$64.9K	0.43%	63
2017 Q2	$1.87M	Sell	4,432 -1	-0%	-$399	0.43%	64
2017 Q1	$1.7M	Buy	4,433 +552	+14%	+$211K	0.4%	67
2016 Q4	$1.48M	Sell	3,881 -5	-0.1%	-$1.83K	0.38%	71
2016 Q3	$1.41M	Sell	3,886 -28	-0.7%	-$10.2K	0.38%	69
2016 Q2	$1.34M	Sell	3,914 -170	-4%	-$59.7K	0.37%	72
2016 Q1	$1.39M	Sell	4,084 -184	-4%	-$58.3K	0.4%	66
2015 Q4	$1.45M	Sell	4,268 -1,363	-24%	-$464K	0.43%	67
2015 Q3	$1.68M	Sell	5,631 -45	-0.8%	-$14.5K	0.56%	59
2015 Q2	$1.96M	Buy	+5,676	New	+$2.07M	0.62%	54

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 Group's BLK Position: Q1 2026 in Review

Fiduciary Group reduced its Blackrock (BLK) stake by 1.4% in Q1 2026, selling an estimated $41K and leaving 2,793 shares worth $2.69M. The position accounts for 0.23% of the portfolio, ranked #89.

Fiduciary Group first reported a position in BLK in Q2 2015 and has held it in 44 quarters since. The position peaked at $3.31M in Q3 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Fiduciary Group held 2,793 shares of Blackrock worth $2.69M as of Q1 2026.
Fiduciary Group sold 39 Blackrock shares in Q1 2026, an estimated $41K.
Blackrock made up 0.23% of Fiduciary Group's portfolio in Q1 2026, its #89 holding.
Fiduciary Group first reported a position in Blackrock in Q2 2015 and has held it in 44 quarters since.
Fiduciary Group's Blackrock position peaked at $3.31M in Q3 2025.
2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.