JC
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JM2 Capital’s Blackrock BLK Stock Holding History

JM2 Capital’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 		$983K Sell
1,022
-9
-0.9% -$9.31K 0.67% 37
2026
Q1 		$991K Buy
1,031
+8
+0.8% +$8.42K 0.82% 30
2025
Q4 		$1.1M Buy
+1,023
New +$1.12M 0.88% 29

Other funds holding BLK

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

JM2 Capital's BLK Position: Q2 2026 in Review

JM2 Capital reduced its Blackrock (BLK) stake by 0.87% in Q2 2026, selling an estimated $9.31K and leaving 1,022 shares worth $983K. The position accounts for 0.67% of the portfolio, ranked #37.

JM2 Capital first reported a position in BLK in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.1M in Q4 2025. 1,374 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • JM2 Capital held 1,022 shares of Blackrock worth $983K as of Q2 2026.
  • JM2 Capital sold 9 Blackrock shares in Q2 2026, an estimated $9.31K.
  • Blackrock made up 0.67% of JM2 Capital's portfolio in Q2 2026, its #37 holding.
  • JM2 Capital first reported a position in Blackrock in Q4 2025 and has held it in 3 quarters since.
  • JM2 Capital's Blackrock position peaked at $1.1M in Q4 2025.
  • 1,374 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.