KMG Fiduciary Partners’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.81M Buy
9,165
+183
+2% +$189K 0.82% 33
2026
Q1
$8.64M Buy
8,982
+226
+3% +$238K 0.64% 42
2025
Q4
$9.37M Buy
8,756
+140
+2% +$153K 0.67% 43
2025
Q3
$10M Buy
8,616
+243
+3% +$272K 0.67% 40
2025
Q2
$8.79M Buy
8,373
+159
+2% +$150K 0.65% 44
2025
Q1
$7.77M Sell
8,214
-266
-3% -$261K 0.65% 43
2024
Q4
$8.69M Buy
+8,480
New +$8.61M 0.72% 36
2024
Q3
Sell
-9,899
Closed -$7.79M 269
2024
Q2
$7.79M Buy
9,899
+100
+1% +$78K 0.77% 31
2024
Q1
$8.17M Sell
9,799
-13
-0.1% -$10.4K 0.85% 32
2023
Q4
$7.97M Buy
9,812
+158
+2% +$110K 0.93% 25
2023
Q3
$6.24M Buy
9,654
+134
+1% +$93.6K 0.82% 31
2023
Q2
$6.58M Buy
9,520
+819
+9% +$549K 0.85% 27
2023
Q1
$5.82M Sell
8,701
-59
-0.7% -$41.6K 0.84% 26
2022
Q4
$6.21M Buy
8,760
+130
+2% +$86.8K 1.02% 21
2022
Q3
$4.75M Sell
8,630
-331
-4% -$217K 0.91% 26
2022
Q2
$5.46M Sell
8,961
-13
-0.1% -$8.46K 1.02% 25
2022
Q1
$6.86M Buy
8,974
+48
+0.5% +$37.5K 1.1% 23
2021
Q4
$8.17M Sell
8,926
-61
-0.7% -$55.7K 1.26% 17
2021
Q3
$7.54M Sell
8,987
-234
-3% -$210K 1.28% 15
2021
Q2
$8.07M Buy
9,221
+27
+0.3% +$22.8K 1.42% 16
2021
Q1
$6.93M Buy
9,194
+113
+1% +$82K 1.35% 18
2020
Q4
$6.49M Buy
9,081
+260
+3% +$172K 1.37% 18
2020
Q3
$4.97M Buy
8,821
+195
+2% +$111K 1.24% 23
2020
Q2
$4.69M Sell
8,626
-1,851
-18% -$935K 1.3% 22
2020
Q1
$4.61M Buy
10,477
+2,463
+31% +$1.21M 1.5% 21
2019
Q4
$4.03M Buy
8,014
+228
+3% +$108K 1.23% 31
2019
Q3
$3.47M Buy
7,786
+214
+3% +$95.3K 1.18% 30
2019
Q2
$3.55M Buy
7,572
+196
+3% +$88.7K 1.28% 29
2019
Q1
$3.15M Buy
7,376
+337
+5% +$141K 1.2% 28
2018
Q4
$2.77M Buy
+7,039
New +$2.88M 1.26% 28

Other funds holding BLK

KMG Fiduciary Partners's BLK Position: Q2 2026 in Review

KMG Fiduciary Partners increased its Blackrock (BLK) stake by 2% in Q2 2026, buying an estimated $189K and bringing the position to 9,165 shares worth $8.81M. The position accounts for 0.82% of the portfolio, ranked #33.

KMG Fiduciary Partners first reported a position in BLK in Q4 2018 and has held it in 30 quarters since. The position peaked at $10M in Q3 2025. 374 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • KMG Fiduciary Partners held 9,165 shares of Blackrock worth $8.81M as of Q2 2026.
  • KMG Fiduciary Partners bought 183 Blackrock shares in Q2 2026, an estimated $189K.
  • Blackrock made up 0.82% of KMG Fiduciary Partners's portfolio in Q2 2026, its #33 holding.
  • KMG Fiduciary Partners first reported a position in Blackrock in Q4 2018 and has held it in 30 quarters since.
  • KMG Fiduciary Partners's Blackrock position peaked at $10M in Q3 2025.
  • 374 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.