Jacobi Capital Management’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.23M Sell
1,278
-136
-10% -$143K 0.07% 267
2025
Q4
$1.51M Sell
1,414
-12
-0.8% -$13.1K 0.09% 219
2025
Q3
$1.66M Buy
1,426
+168
+13% +$188K 0.1% 203
2025
Q2
$1.32M Buy
1,258
+497
+65% +$470K 0.09% 232
2025
Q1
$720K Buy
761
+60
+9% +$58.8K 0.05% 300
2024
Q4
$718K Buy
701
+6
+0.9% +$6.09K 0.05% 294
2024
Q3
$660K Buy
695
+12
+2% +$10.4K 0.05% 305
2024
Q2
$538K Buy
683
+31
+5% +$24.2K 0.05% 303
2024
Q1
$543K Sell
652
-6
-0.9% -$4.82K 0.05% 297
2023
Q4
$534K Buy
658
+7
+1% +$4.89K 0.05% 281
2023
Q3
$421K Buy
651
+7
+1% +$4.89K 0.05% 302
2023
Q2
$445K Hold
644
0.05% 294
2023
Q1
$431K Buy
644
+60
+10% +$42.3K 0.05% 291
2022
Q4
$414K Sell
584
-71
-11% -$47.4K 0.05% 290
2022
Q3
$360K Sell
655
-14
-2% -$9.16K 0.05% 299
2022
Q2
$408K Buy
669
+5
+0.8% +$3.26K 0.05% 285
2022
Q1
$507K Buy
664
+76
+13% +$59.4K 0.06% 261
2021
Q4
$538K Buy
588
+80
+16% +$73K 0.06% 258
2021
Q3
$426K Buy
508
+318
+167% +$285K 0.05% 279
2021
Q2
$166K Buy
190
+16
+9% +$13.5K 0.02% 405
2021
Q1
$131K Buy
174
+35
+25% +$25.4K 0.02% 407
2020
Q4
$101K Sell
139
-108
-44% -$71.6K 0.02% 409
2020
Q3
$139K Sell
247
-44
-15% -$25.1K 0.02% 347
2020
Q2
$158K Hold
291
0.03% 316
2020
Q1
$128K Buy
291
+102
+54% +$50.3K 0.03% 303
2019
Q4
$95K Buy
189
+14
+8% +$6.64K 0.02% 359
2019
Q3
$78K Sell
175
-40
-19% -$17.8K 0.02% 378
2019
Q2
$101K Hold
215
0.02% 347
2019
Q1
$92K Hold
215
0.02% 324
2018
Q4
$84K Hold
215
0.02% 319
2018
Q3
$101K Hold
215
0.03% 323
2018
Q2
$107K Buy
215
+1
+0.5% +$528 0.03% 311
2018
Q1
$111K Hold
214
0.03% 280
2017
Q4
$113K Hold
214
0.04% 239
2017
Q3
$99K Hold
214
0.03% 243
2017
Q2
$93K Buy
214
+24
+13% +$9.57K 0.04% 221
2017
Q1
$72K Buy
190
+20
+12% +$7.65K 0.04% 196
2016
Q4
$65K Sell
170
-20
-11% -$7.33K 0.04% 188
2016
Q3
$68K Hold
190
0.03% 198
2016
Q2
$64K Buy
+190
New +$66.8K 0.03% 201

Other funds holding BLK

Jacobi Capital Management's BLK Position: Q1 2026 in Review

Jacobi Capital Management reduced its Blackrock (BLK) stake by 9.6% in Q1 2026, selling an estimated $143K and leaving 1,278 shares worth $1.23M. The position accounts for 0.07% of the portfolio, ranked #267.

Jacobi Capital Management first reported a position in BLK in Q2 2016 and has held it in 40 quarters since. The position peaked at $1.66M in Q3 2025. 2,319 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Jacobi Capital Management held 1,278 shares of Blackrock worth $1.23M as of Q1 2026.
  • Jacobi Capital Management sold 136 Blackrock shares in Q1 2026, an estimated $143K.
  • Blackrock made up 0.07% of Jacobi Capital Management's portfolio in Q1 2026, its #267 holding.
  • Jacobi Capital Management first reported a position in Blackrock in Q2 2016 and has held it in 40 quarters since.
  • Jacobi Capital Management's Blackrock position peaked at $1.66M in Q3 2025.
  • 2,319 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.