Kingswood Wealth Advisors’s Blackrock BLK Stock Holding History

Kingswood Wealth Advisors’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	$1.1M	Sell	1,146 -36	-3%	-$37.2K	0.04%	386
2026 Q1	$1.14M	Sell	1,182 -1,036	-47%	-$1.09M	0.05%	351
2025 Q4	$2.37M	Buy	2,218 +1,192	+116%	+$1.3M	0.11%	178
2025 Q3	$1.2M	Buy	1,026 +317	+45%	+$354K	0.07%	278
2025 Q2	$743K	Sell	709 -116	-14%	-$110K	0.06%	318
2025 Q1	$780K	Sell	825 -125	-13%	-$123K	0.07%	300
2024 Q4	$974K	Sell	950 -180	-16%	-$183K	0.07%	278
2024 Q3	$1.07M	Buy	1,130 +335	+42%	+$290K	0.08%	276
2024 Q2	$626K	Buy	795 +99	+14%	+$77.2K	0.06%	324
2024 Q1	$581K	Buy	696 +17	+3%	+$13.7K	0.07%	310
2023 Q4	$551K	Buy	679 +186	+38%	+$130K	0.06%	321
2023 Q3	$318K	Buy	+493	New	+$344K	0.05%	318

Other funds holding BLK

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Kingswood Wealth Advisors's BLK Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Blackrock (BLK) stake by 3% in Q2 2026, selling an estimated $37.2K and leaving 1,146 shares worth $1.1M. The position accounts for 0.04% of the portfolio, ranked #386.

Kingswood Wealth Advisors first reported a position in BLK in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.37M in Q4 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Kingswood Wealth Advisors held 1,146 shares of Blackrock worth $1.1M as of Q2 2026.
Kingswood Wealth Advisors sold 36 Blackrock shares in Q2 2026, an estimated $37.2K.
Blackrock made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #386 holding.
Kingswood Wealth Advisors first reported a position in Blackrock in Q3 2023 and has held it in 12 quarters since.
Kingswood Wealth Advisors's Blackrock position peaked at $2.37M in Q4 2025.
2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.