Key Financial Inc’s Blackrock BLK Stock Holding History

Key Financial Inc’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	$525K	Buy	546 +4	+0.7%	+$4.21K	0.09%	174
2025 Q4	$580K	Hold	542	–	–	0.11%	156
2025 Q3	$618K	Hold	542	–	–	0.11%	152
2025 Q2	$569K	Buy	+542	New	+$513K	0.11%	152
2024 Q4	–	Sell	-556	Closed	-$528K	–	1386
2024 Q3	$528K	Buy	556 +2	+0.4%	+$1.73K	0.12%	148
2024 Q2	$436K	Buy	554 +14	+3%	+$10.9K	0.1%	153
2024 Q1	$450K	Hold	540	–	–	0.11%	148
2023 Q4	$438K	Hold	540	–	–	0.12%	140
2023 Q3	$349K	Hold	540	–	–	0.12%	146
2023 Q2	$373K	Buy	540 +14	+3%	+$9.38K	0.12%	141
2023 Q1	$352K	Hold	526	–	–	0.13%	139
2022 Q4	$289K	Hold	526	–	–	0.14%	128
2022 Q3	$289K	Buy	526 +286	+119%	+$187K	0.14%	130
2022 Q2	$148K	Hold	240	–	–	0.08%	190
2022 Q1	$183K	Buy	240 +116	+94%	+$90.6K	0.09%	174
2021 Q4	$114K	Hold	124	–	–	0.06%	214
2021 Q3	$104K	Hold	124	–	–	0.06%	217
2021 Q2	$108K	Buy	124 +22	+22%	+$18.6K	0.06%	222
2021 Q1	$77K	Buy	102 +7	+7%	+$5.08K	0.05%	218
2020 Q4	$69K	Buy	+95	New	+$63K	0.05%	215
2020 Q2	–	Sell	-87	Closed	-$40K	–	148
2020 Q1	$40K	Buy	+87	New	+$42.9K	0.04%	238

Other funds holding BLK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Key Financial Inc's BLK Position: Q1 2026 in Review

Key Financial Inc increased its Blackrock (BLK) stake by 0.74% in Q1 2026, buying an estimated $4.21K and bringing the position to 546 shares worth $525K. The position accounts for 0.09% of the portfolio, ranked #174.

Key Financial Inc first reported a position in BLK in Q1 2020 and has held it in 21 quarters since. The position peaked at $618K in Q3 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Key Financial Inc held 546 shares of Blackrock worth $525K as of Q1 2026.
Key Financial Inc bought 4 Blackrock shares in Q1 2026, an estimated $4.21K.
Blackrock made up 0.09% of Key Financial Inc's portfolio in Q1 2026, its #174 holding.
Key Financial Inc first reported a position in Blackrock in Q1 2020 and has held it in 21 quarters since.
Key Financial Inc's Blackrock position peaked at $618K in Q3 2025.
2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.