JWS
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Juncture Wealth Strategies’s Blackrock BLK Stock Holding History

Juncture Wealth Strategies’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 		$342K Buy
+356
New +$368K 0.09% 141

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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Juncture Wealth Strategies's BLK Position: Q2 2026 in Review

Juncture Wealth Strategies opened a new position in Blackrock (BLK) in Q2 2026: 356 shares worth $342K. The stake represents 0.09% of the portfolio and ranks #141 among its holdings.

382 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Juncture Wealth Strategies held 356 shares of Blackrock worth $342K as of Q2 2026.
  • Blackrock was a new Juncture Wealth Strategies position in Q2 2026.
  • Blackrock made up 0.09% of Juncture Wealth Strategies's portfolio in Q2 2026, its #141 holding.
  • 382 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.