IFG
BLK icon

Independent Financial Group’s Blackrock BLK Stock Holding History

Independent 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
Q2 		$3.55M Sell
3,689
-61
-2% -$63.1K 0.07% 303
2026
Q1 		$3.61M Buy
3,750
+33
+0.9% +$34.7K 0.08% 241
2025
Q4 		$3.98M Buy
3,717
+1,369
+58% +$1.5M 0.09% 212
2025
Q3 		$2.74M Buy
2,348
+171
+8% +$191K 0.07% 296
2025
Q2 		$2.28M Sell
2,177
-145
-6% -$137K 0.06% 304
2025
Q1 		$2.2M Buy
2,322
+436
+23% +$427K 0.08% 258
2024
Q4 		$1.93M Buy
1,886
+385
+26% +$391K 0.06% 304
2024
Q3 		$1.43M Buy
1,501
+176
+13% +$152K 0.05% 350
2024
Q2 		$1.04M Buy
1,325
+3
+0.2% +$2.34K 0.04% 396
2024
Q1 		$1.1M Buy
1,322
+4
+0.3% +$3.21K 0.05% 350
2023
Q4 		$1.07M Buy
1,318
+453
+52% +$316K 0.06% 344
2023
Q3 		$559K Buy
865
+6
+0.7% +$4.19K 0.04% 460
2023
Q2 		$594K Buy
859
+42
+5% +$28.1K 0.04% 439
2023
Q1 		$546K Buy
817
+46
+6% +$32.4K 0.04% 432
2022
Q4 		$547K Buy
771
+15
+2% +$10K 0.05% 396
2022
Q3 		$416K Buy
756
+101
+15% +$66.1K 0.04% 443
2022
Q2 		$399K Buy
655
+14
+2% +$9.12K 0.04% 434
2022
Q1 		$490K Buy
641
+258
+67% +$202K 0.04% 434
2021
Q4 		$350K Buy
383
+63
+20% +$57.5K 0.03% 538
2021
Q3 		$269K Buy
320
+46
+17% +$41.2K 0.03% 561
2021
Q2 		$240K Buy
+274
New +$231K 0.03% 604

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Independent Financial Group's BLK Position: Q2 2026 in Review

Independent Financial Group reduced its Blackrock (BLK) stake by 1.6% in Q2 2026, selling an estimated $63.1K and leaving 3,689 shares worth $3.55M. The position accounts for 0.07% of the portfolio, ranked #303.

Independent Financial Group first reported a position in BLK in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.98M in Q4 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Independent Financial Group held 3,689 shares of Blackrock worth $3.55M as of Q2 2026.
  • Independent Financial Group sold 61 Blackrock shares in Q2 2026, an estimated $63.1K.
  • Blackrock made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #303 holding.
  • Independent Financial Group first reported a position in Blackrock in Q2 2021 and has held it in 21 quarters since.
  • Independent Financial Group's Blackrock position peaked at $3.98M in Q4 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.