PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Blackrock BLK Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$962	Buy	+1	New	+$1.03K	﹤0.01%	518
2025 Q1	–	Sell	-3	Closed	-$3.11K	–	486
2024 Q4	$3.11K	Sell	3 -72	-96%	-$73.1K	﹤0.01%	416
2024 Q3	$71.2K	Buy	75 +3	+4%	+$2.6K	0.04%	185
2024 Q2	$56.7K	Hold	72	–	–	0.03%	196
2024 Q1	$60K	Hold	72	–	–	0.04%	180
2023 Q4	$58.5K	Hold	72	–	–	0.04%	169
2023 Q3	$46.5K	Sell	72 -75	-51%	-$52.4K	0.03%	164
2023 Q2	$49.8K	Buy	+147	New	+$98.5K	0.04%	162

Other funds holding BLK

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s BLK Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. opened a new position in Blackrock (BLK) in Q2 2026: 1 share worth $962. The stake represents ﹤0.01% of the portfolio and ranks #518 among its holdings. This is a return to the name: PENSION & WEALTH MANAGEMENT ADVISORS, INC. previously reported a position in BLK as recently as Q4 2024.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BLK in Q2 2023 and has held it in 8 quarters since. The position peaked at $71.2K in Q3 2024. 1,475 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 1 share of Blackrock worth $962 as of Q2 2026.
Blackrock was a new PENSION & WEALTH MANAGEMENT ADVISORS, INC. position in Q2 2026.
Blackrock made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #518 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Blackrock in Q2 2023 and has held it in 8 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Blackrock position peaked at $71.2K in Q3 2024.
1,475 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.