Greystone Financial Group’s Blackrock BLK Stock Holding History

Greystone Financial Group’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 Q1	–	Sell	-270	Closed	-$289K	–	82
2025 Q4	$289K	Hold	270	–	–	0.05%	93
2025 Q3	$315K	Sell	270 -2	-0.7%	-$2.24K	0.05%	93
2025 Q2	$285K	Buy	272 +5	+2%	+$4.73K	0.05%	91
2025 Q1	$253K	Buy	267 +1	+0.4%	+$980	0.05%	96
2024 Q4	$273K	Sell	266 -4	-1%	-$4.06K	0.05%	92
2024 Q3	$256K	Hold	270	–	–	0.05%	101
2024 Q2	$213K	Hold	270	–	–	0.04%	99
2024 Q1	$225K	Sell	270 -14	-5%	-$11.2K	0.04%	104
2023 Q4	$231K	Buy	+284	New	+$198K	0.05%	102
2023 Q3	–	Sell	-336	Closed	-$232K	–	109
2023 Q2	$232K	Sell	336 -8	-2%	-$5.36K	0.05%	101
2023 Q1	$230K	Buy	+344	New	+$242K	0.06%	92
2022 Q4	–	Sell	-13,853	Closed	-$7.62M	–	72
2022 Q3	$7.62M	Buy	+13,853	New	+$9.07M	2.59%	12

Other funds holding BLK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Greystone Financial Group's BLK Position: Q1 2026 in Review

Greystone Financial Group sold out of Blackrock (BLK) in Q1 2026, closing a stake of 270 shares — an estimated $289K sold.

Greystone Financial Group first reported a position in BLK in Q3 2022 and held it in 12 quarters. The position peaked at $7.62M in Q3 2022. 2,322 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Greystone Financial Group reported no remaining Blackrock position as of Q1 2026 after selling out during the quarter.
Greystone Financial Group sold 270 Blackrock shares in Q1 2026, an estimated $289K.
Greystone Financial Group first reported a position in Blackrock in Q3 2022 and held it in 12 quarters.
Greystone Financial Group's Blackrock position peaked at $7.62M in Q3 2022.
2,322 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Greystone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.