JF
BLK icon

Joule Financial’s Blackrock BLK Stock Holding History

Joule Financial’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 		$205K Buy
213
+1
+0.5% +$1.03K 0.06% 113
2026
Q1 		$204K Sell
212
-3
-1% -$3.16K 0.06% 113
2025
Q4 		$230K Sell
215
-3
-1% -$3.28K 0.07% 103
2025
Q3 		$254K Hold
218
– – 0.08% 99
2025
Q2 		$229K Buy
+218
New +$206K 0.07% 99
2025
Q1 		– Sell
-206
Closed -$211K – 105
2024
Q4 		$211K Buy
+206
New +$209K 0.07% 103
2024
Q2 		– Sell
-282
Closed -$235K – 103
2024
Q1 		$235K Buy
+282
New +$227K 0.1% 89

Other funds holding BLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Joule Financial's BLK Position: Q2 2026 in Review

Joule Financial increased its Blackrock (BLK) stake by 0.47% in Q2 2026, buying an estimated $1.03K and bringing the position to 213 shares worth $205K. The position accounts for 0.06% of the portfolio, ranked #113.

Joule Financial first reported a position in BLK in Q1 2024 and has held it in 7 quarters since. The position peaked at $254K in Q3 2025. 711 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Joule Financial held 213 shares of Blackrock worth $205K as of Q2 2026.
  • Joule Financial bought 1 Blackrock share in Q2 2026, an estimated $1.03K.
  • Blackrock made up 0.06% of Joule Financial's portfolio in Q2 2026, its #113 holding.
  • Joule Financial first reported a position in Blackrock in Q1 2024 and has held it in 7 quarters since.
  • Joule Financial's Blackrock position peaked at $254K in Q3 2025.
  • 711 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

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