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Financial Planning Hawaii’s Blackrock BLK Stock Holding History

Financial Planning Hawaii’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 		$263K Hold
273
– – 0.14% 119
2026
Q1 		$263K Hold
273
– – 0.15% 112
2025
Q4 		$292K Buy
+273
New +$298K 0.17% 109

Other funds holding BLK

Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Financial Planning Hawaii's BLK Position: Q2 2026 in Review

Financial Planning Hawaii held its Blackrock (BLK) position steady in Q2 2026 at 273 shares worth $263K. The position accounts for 0.14% of the portfolio, ranked #119.

Financial Planning Hawaii first reported a position in BLK in Q4 2025 and has held it in 3 quarters since. The position peaked at $292K in Q4 2025. 1,398 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Financial Planning Hawaii held 273 shares of Blackrock worth $263K as of Q2 2026.
  • Financial Planning Hawaii left its Blackrock share count unchanged in Q2 2026.
  • Blackrock made up 0.14% of Financial Planning Hawaii's portfolio in Q2 2026, its #119 holding.
  • Financial Planning Hawaii first reported a position in Blackrock in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's Blackrock position peaked at $292K in Q4 2025.
  • 1,398 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.