Keener Financial Planning’s Blackrock BLK Stock Holding History

Keener Financial Planning’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
2025 Q4	–	Sell	-10	Closed	-$11K	–	78
2025 Q3	$11K	Hold	10	–	–	0.01%	152
2025 Q2	$10K	Hold	10	–	–	0.01%	156
2025 Q1	$9K	Hold	10	–	–	0.01%	126
2024 Q4	$10K	Buy	+10	New	+$10.1K	0.01%	131
2024 Q3	–	Sell	-10	Closed	-$7K	–	178
2024 Q2	$7K	Sell	10 -10	-50%	-$7.8K	﹤0.01%	143
2024 Q1	$17K	Buy	+20	New	+$16.1K	0.01%	131

Other funds holding BLK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Keener Financial Planning's BLK Position: Q4 2025 in Review

Keener Financial Planning sold out of Blackrock (BLK) in Q4 2025, closing a stake of 10 shares — an estimated $11K sold.

Keener Financial Planning first reported a position in BLK in Q1 2024 and held it in 6 quarters. The position peaked at $17K in Q1 2024. 2,423 funds tracked by Wall St. Rank hold BLK as of Q4 2025.

Keener Financial Planning reported no remaining Blackrock position as of Q4 2025 after selling out during the quarter.
Keener Financial Planning sold 10 Blackrock shares in Q4 2025, an estimated $11K.
Keener Financial Planning first reported a position in Blackrock in Q1 2024 and held it in 6 quarters.
Keener Financial Planning's Blackrock position peaked at $17K in Q1 2024.
2,423 funds tracked by Wall St. Rank held Blackrock as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.