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Jacobsen Capital Management’s Blackrock BLK Stock Holding History

Jacobsen Capital Management’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 		$262K Buy
272
+1
+0.4% +$1.03K 0.08% 99
2026
Q1 		$261K Buy
271
+6
+2% +$6.31K 0.09% 93
2025
Q4 		$284K Buy
265
+4
+2% +$4.37K 0.09% 88
2025
Q3 		$304K Hold
261
– – 0.1% 81
2025
Q2 		$274K Buy
+261
New +$247K 0.1% 87

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 $3.38T AUM 44.17% 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

Jacobsen Capital Management's BLK Position: Q2 2026 in Review

Jacobsen Capital Management increased its Blackrock (BLK) stake by 0.37% in Q2 2026, buying an estimated $1.03K and bringing the position to 272 shares worth $262K. The position accounts for 0.08% of the portfolio, ranked #99.

Jacobsen Capital Management first reported a position in BLK in Q2 2025 and has held it in 5 quarters since. The position peaked at $304K in Q3 2025. 2,337 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Jacobsen Capital Management held 272 shares of Blackrock worth $262K as of Q2 2026.
  • Jacobsen Capital Management bought 1 Blackrock share in Q2 2026, an estimated $1.03K.
  • Blackrock made up 0.08% of Jacobsen Capital Management's portfolio in Q2 2026, its #99 holding.
  • Jacobsen Capital Management first reported a position in Blackrock in Q2 2025 and has held it in 5 quarters since.
  • Jacobsen Capital Management's Blackrock position peaked at $304K in Q3 2025.
  • 2,337 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.