Hoxton Planning & Management
BLCR icon

Hoxton Planning & Management’s BlackRock Large Cap Core ETF BLCR Stock Holding History

Hoxton Planning & Management’s Portfolio BLCR Stock Details BLCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.72M Buy
76,075
+24,017
+46% +$1.18M 0.95% 25
2026
Q2 		$2.62M Buy
52,058
+7,282
+16% +$350K 0.68% 34
2026
Q1 		$1.84M Buy
+44,776
New +$1.92M 0.55% 37

Other funds holding BLCR

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Market Street Wealth Management Advisors
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Hoxton Planning & Management's BLCR Position: Q3 2026 in Review

Hoxton Planning & Management increased its BlackRock Large Cap Core ETF (BLCR) stake by 46% in Q3 2026, buying an estimated $1.18M and bringing the position to 76,075 shares worth $3.72M. The position accounts for 0.95% of the portfolio, ranked #25.

Hoxton Planning & Management first reported a position in BLCR in Q1 2026 and has held it in 3 quarters since. 149 funds tracked by Wall St. Rank hold BLCR as of Q3 2026.

  • Hoxton Planning & Management held 76,075 shares of BlackRock Large Cap Core ETF worth $3.72M as of Q3 2026.
  • Hoxton Planning & Management bought 24,017 BlackRock Large Cap Core ETF shares in Q3 2026, an estimated $1.18M.
  • BlackRock Large Cap Core ETF made up 0.95% of Hoxton Planning & Management's portfolio in Q3 2026, its #25 holding.
  • Hoxton Planning & Management first reported a position in BlackRock Large Cap Core ETF in Q1 2026 and has held it in 3 quarters since.
  • 149 funds tracked by Wall St. Rank held BlackRock Large Cap Core ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.