BFC Planning, Inc.’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.17M Buy
2,259
+21
+0.9% +$21.7K 0.09% 228
2026
Q1
$2.15M Sell
2,238
-12
-0.5% -$12.6K 0.1% 220
2025
Q4
$2.41M Buy
2,250
+1,623
+259% +$1.77M 0.11% 185
2025
Q3
$732K Buy
627
+66
+12% +$73.8K 0.05% 296
2025
Q2
$589K Sell
561
-192
-25% -$182K 0.05% 320
2025
Q1
$712K Buy
753
+11
+1% +$10.8K 0.06% 266
2024
Q4
$759K Buy
+742
New +$753K 0.06% 250

Other funds holding BLK

BFC Planning, Inc.'s BLK Position: Q2 2026 in Review

BFC Planning, Inc. increased its Blackrock (BLK) stake by 0.94% in Q2 2026, buying an estimated $21.7K and bringing the position to 2,259 shares worth $2.17M. The position accounts for 0.09% of the portfolio, ranked #228.

BFC Planning, Inc. first reported a position in BLK in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.41M in Q4 2025. 2,347 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • BFC Planning, Inc. held 2,259 shares of Blackrock worth $2.17M as of Q2 2026.
  • BFC Planning, Inc. bought 21 Blackrock shares in Q2 2026, an estimated $21.7K.
  • Blackrock made up 0.09% of BFC Planning, Inc.'s portfolio in Q2 2026, its #228 holding.
  • BFC Planning, Inc. first reported a position in Blackrock in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Blackrock position peaked at $2.41M in Q4 2025.
  • 2,347 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.