HBC Financial Services’s Blackrock BLK Stock Holding History

HBC Financial Services’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
2024 Q4	$46K	Buy	45 +1	+2%	+$1.01K	0.03%	74
2024 Q3	$44K	Hold	44	–	–	0.03%	79
2024 Q2	$38K	Hold	44	–	–	0.02%	82
2024 Q1	$33K	Hold	44	–	–	0.02%	76
2023 Q4	$35K	Buy	44 +1	+2%	+$698	0.02%	78
2023 Q3	$28K	Hold	43	–	–	0.02%	79
2023 Q2	$32K	Hold	43	–	–	0.02%	82
2023 Q1	$30K	Buy	43 +1	+2%	+$704	0.02%	96
2022 Q4	$30K	Buy	42 +15	+56%	+$10K	0.02%	75
2022 Q3	$15K	Hold	27	–	–	0.01%	97
2022 Q2	$16K	Hold	27	–	–	0.01%	105
2022 Q1	$17K	Buy	27 +1	+4%	+$781	0.01%	99
2021 Q4	$24K	Hold	26	–	–	0.02%	94
2021 Q3	$22K	Hold	26	–	–	0.01%	87
2021 Q2	$22K	Hold	26	–	–	0.01%	101
2021 Q1	$21.7K	Hold	26	–	–	0.02%	109
2020 Q4	$20K	Hold	26	–	–	0.02%	106
2020 Q3	$18K	Hold	26	–	–	0.02%	104
2020 Q2	$15K	Buy	26 +1	+4%	+$505	0.01%	97
2020 Q1	$10K	Sell	25 -1	-4%	-$493	0.01%	109
2019 Q4	$13K	Buy	+26	New	+$12.3K	0.01%	128

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HBC Financial Services's BLK Position: Q4 2024 in Review

HBC Financial Services increased its Blackrock (BLK) stake by 2.3% in Q4 2024, buying an estimated $1.01K and bringing the position to 45 shares worth $46K. The position accounts for 0.03% of the portfolio, ranked #74.

HBC Financial Services first reported a position in BLK in Q4 2019 and has held it in 21 quarters since. 2,076 funds tracked by Wall St. Rank hold BLK as of Q4 2024.

HBC Financial Services held 45 shares of Blackrock worth $46K as of Q4 2024.
HBC Financial Services bought 1 Blackrock share in Q4 2024, an estimated $1.01K.
Blackrock made up 0.03% of HBC Financial Services's portfolio in Q4 2024, its #74 holding.
HBC Financial Services first reported a position in Blackrock in Q4 2019 and has held it in 21 quarters since.
2,076 funds tracked by Wall St. Rank held Blackrock as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.