Financial Perspectives’s Blackrock BLK Stock Holding History

Financial Perspectives’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	$300K	Hold	312	–	–	0.07%	143
2026 Q1	$300K	Hold	312	–	–	0.08%	130
2025 Q4	$334K	Hold	312	–	–	0.09%	123
2025 Q3	$364K	Hold	312	–	–	0.1%	115
2025 Q2	$327K	Buy	312 +12	+4%	+$11.3K	0.1%	115
2025 Q1	$284K	Hold	300	–	–	0.1%	112
2024 Q4	$307K	Hold	300	–	–	0.1%	110
2024 Q3	$284K	Hold	300	–	–	0.1%	117
2024 Q2	$236K	Buy	300 +1	+0.3%	+$780	0.09%	128
2024 Q1	$250K	Hold	299	–	–	0.09%	122
2023 Q4	$243K	Hold	299	–	–	0.1%	122
2023 Q3	$194K	Hold	299	–	–	0.09%	129
2023 Q2	$207K	Hold	299	–	–	0.09%	128
2023 Q1	$200K	Hold	299	–	–	0.1%	122
2022 Q4	$212K	Hold	299	–	–	0.11%	114
2022 Q3	$165K	Buy	299 +291	+3,638%	+$190K	0.09%	129
2022 Q2	$4.93K	Hold	8	–	–	﹤0.01%	519
2022 Q1	$6.13K	Hold	8	–	–	﹤0.01%	519
2021 Q4	$7.3K	Hold	8	–	–	﹤0.01%	470
2021 Q3	$6.66K	Hold	8	–	–	﹤0.01%	481
2021 Q2	$6.91K	Sell	8 -5,918	-100%	-$5M	﹤0.01%	500
2021 Q1	$8K	Buy	5,926 +5,918	+73,975%	+$4.29M	﹤0.01%	611
2020 Q4	$5.64K	Hold	8	–	–	﹤0.01%	463
2020 Q3	$4.38K	Hold	8	–	–	﹤0.01%	435
2020 Q2	$4.2K	Hold	8	–	–	﹤0.01%	423
2020 Q1	$3.38K	Hold	8	–	–	﹤0.01%	417
2019 Q4	$3.82K	Buy	+8	New	+$3.79K	﹤0.01%	415

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

Financial Perspectives's BLK Position: Q2 2026 in Review

Financial Perspectives held its Blackrock (BLK) position steady in Q2 2026 at 312 shares worth $300K. The position accounts for 0.07% of the portfolio, ranked #143.

Financial Perspectives first reported a position in BLK in Q4 2019 and has held it in 27 quarters since. The position peaked at $364K in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Financial Perspectives held 312 shares of Blackrock worth $300K as of Q2 2026.
Financial Perspectives left its Blackrock share count unchanged in Q2 2026.
Blackrock made up 0.07% of Financial Perspectives's portfolio in Q2 2026, its #143 holding.
Financial Perspectives first reported a position in Blackrock in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Blackrock position peaked at $364K in Q3 2025.
2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.