KPWS
BLK icon

Kestra Private Wealth Services’s Blackrock BLK Stock Holding History

Kestra Private Wealth Services’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
Q1 		$10.1M Sell
10,532
-949
-8% -$998K 0.12% 181
2025
Q4 		$12.3M Buy
11,481
+1,425
+14% +$1.56M 0.15% 148
2025
Q3 		$11.7M Sell
10,056
-700
-7% -$783K 0.15% 143
2025
Q2 		$11.3M Buy
10,756
+1,036
+11% +$980K 0.16% 138
2025
Q1 		$9.2M Buy
9,720
+531
+6% +$520K 0.15% 154
2024
Q4 		$9.42M Buy
9,189
+2,843
+45% +$2.89M 0.16% 147
2024
Q3 		$6.03M Sell
6,346
-2,547
-29% -$2.2M 0.11% 207
2024
Q2 		$7M Sell
8,893
-227
-2% -$177K 0.14% 159
2024
Q1 		$7.6M Buy
9,120
+2,217
+32% +$1.78M 0.17% 146
2023
Q4 		$5.6M Buy
6,903
+145
+2% +$101K 0.14% 171
2023
Q3 		$4.37M Sell
6,758
-1,443
-18% -$1.01M 0.14% 176
2023
Q2 		$5.67M Buy
8,201
+1,598
+24% +$1.07M 0.19% 130
2023
Q1 		$4.42M Buy
6,603
+1,693
+34% +$1.19M 0.18% 139
2022
Q4 		$3.48M Buy
4,910
+148
+3% +$98.8K 0.18% 145
2022
Q3 		$2.62M Buy
4,762
+538
+13% +$352K 0.15% 159
2022
Q2 		$2.57M Buy
4,224
+2,489
+143% +$1.62M 0.15% 167
2022
Q1 		$1.33M Sell
1,735
-47
-3% -$36.7K 0.07% 310
2021
Q4 		$1.63M Buy
1,782
+155
+10% +$141K 0.08% 274
2021
Q3 		$1.36M Sell
1,627
-390
-19% -$349K 0.08% 285
2021
Q2 		$1.76M Sell
2,017
-9
-0.4% -$7.6K 0.11% 216
2021
Q1 		$1.53M Buy
2,026
+213
+12% +$155K 0.11% 212
2020
Q4 		$1.29M Buy
1,813
+814
+81% +$540K 0.09% 220
2020
Q3 		$563K Buy
+999
New +$570K 0.05% 355

Other funds holding BLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kestra Private Wealth Services's BLK Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Blackrock (BLK) stake by 8.3% in Q1 2026, selling an estimated $998K and leaving 10,532 shares worth $10.1M. The position accounts for 0.12% of the portfolio, ranked #181.

Kestra Private Wealth Services first reported a position in BLK in Q3 2020 and has held it in 23 quarters since. The position peaked at $12.3M in Q4 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Kestra Private Wealth Services held 10,532 shares of Blackrock worth $10.1M as of Q1 2026.
  • Kestra Private Wealth Services sold 949 Blackrock shares in Q1 2026, an estimated $998K.
  • Blackrock made up 0.12% of Kestra Private Wealth Services's portfolio in Q1 2026, its #181 holding.
  • Kestra Private Wealth Services first reported a position in Blackrock in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Blackrock position peaked at $12.3M in Q4 2025.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.