Financial Synergies Wealth Advisors’s Blackrock BLK Stock Holding History

Financial Synergies Wealth Advisors’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
2025 Q4	–	Sell	-173	Closed	-$202K	–	108
2025 Q3	$202K	Buy	+173	New	+$193K	0.02%	92
2024 Q2	–	Sell	-94	Closed	-$78.6K	–	118
2024 Q1	$78.6K	Buy	94 +57	+154%	+$45.8K	0.01%	107
2023 Q4	$26.2K	Sell	37 -57	-61%	-$39.8K	﹤0.01%	121
2023 Q3	$60.7K	Hold	94	–	–	0.01%	106
2023 Q2	$64.8K	Sell	94 -1	-1%	-$670	0.01%	98
2023 Q1	$63.9K	Buy	95 +58	+157%	+$40.9K	0.01%	103
2022 Q4	$26.2K	Buy	37 +34	+1,133%	+$22.7K	﹤0.01%	121
2022 Q3	$1.65K	Hold	3	–	–	﹤0.01%	236
2022 Q2	$1.83K	Buy	+3	New	+$1.95K	﹤0.01%	245

Other funds holding BLK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Synergies Wealth Advisors's BLK Position: Q4 2025 in Review

Financial Synergies Wealth Advisors sold out of Blackrock (BLK) in Q4 2025, closing a stake of 173 shares — an estimated $202K sold.

Financial Synergies Wealth Advisors first reported a position in BLK in Q2 2022 and held it in 9 quarters. The position peaked at $202K in Q3 2025. 2,423 funds tracked by Wall St. Rank hold BLK as of Q4 2025.

Financial Synergies Wealth Advisors reported no remaining Blackrock position as of Q4 2025 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 173 Blackrock shares in Q4 2025, an estimated $202K.
Financial Synergies Wealth Advisors first reported a position in Blackrock in Q2 2022 and held it in 9 quarters.
Financial Synergies Wealth Advisors's Blackrock position peaked at $202K in Q3 2025.
2,423 funds tracked by Wall St. Rank held Blackrock as of Q4 2025.

Based on Financial Synergies Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.