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Genesis Private Wealth’s Blackrock BLK Stock Holding History

Genesis Private Wealth’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 		$335K Sell
348
-2
-0.6% -$2.07K 0.09% 116
2026
Q1 		$337K Buy
350
+91
+35% +$95.7K 0.11% 113
2025
Q4 		$277K Buy
259
+33
+15% +$36.1K 0.09% 135
2025
Q3 		$263K Buy
+226
New +$253K 0.11% 114

Other funds holding BLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Genesis Private Wealth's BLK Position: Q2 2026 in Review

Genesis Private Wealth reduced its Blackrock (BLK) stake by 0.57% in Q2 2026, selling an estimated $2.07K and leaving 348 shares worth $335K. The position accounts for 0.09% of the portfolio, ranked #116.

Genesis Private Wealth first reported a position in BLK in Q3 2025 and has held it in 4 quarters since. The position peaked at $337K in Q1 2026. 496 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Genesis Private Wealth held 348 shares of Blackrock worth $335K as of Q2 2026.
  • Genesis Private Wealth sold 2 Blackrock shares in Q2 2026, an estimated $2.07K.
  • Blackrock made up 0.09% of Genesis Private Wealth's portfolio in Q2 2026, its #116 holding.
  • Genesis Private Wealth first reported a position in Blackrock in Q3 2025 and has held it in 4 quarters since.
  • Genesis Private Wealth's Blackrock position peaked at $337K in Q1 2026.
  • 496 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.