Lantz Financial
BLCR icon

Lantz Financial’s BlackRock Large Cap Core ETF BLCR Stock Holding History

Lantz Financial’s Portfolio BLCR Stock Details BLCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.5M Buy
71,453
+14,679
+26% +$724K 0.64% 38
2026
Q2 		$2.86M Buy
56,774
+4,364
+8% +$210K 0.52% 45
2026
Q1 		$2.15M Buy
+52,410
New +$2.25M 0.44% 60

Other funds holding BLCR

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Market Street Wealth Management Advisors
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Lantz Financial's BLCR Position: Q3 2026 in Review

Lantz Financial increased its BlackRock Large Cap Core ETF (BLCR) stake by 26% in Q3 2026, buying an estimated $724K and bringing the position to 71,453 shares worth $3.5M. The position accounts for 0.64% of the portfolio, ranked #38.

Lantz Financial first reported a position in BLCR in Q1 2026 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold BLCR as of Q3 2026.

  • Lantz Financial held 71,453 shares of BlackRock Large Cap Core ETF worth $3.5M as of Q3 2026.
  • Lantz Financial bought 14,679 BlackRock Large Cap Core ETF shares in Q3 2026, an estimated $724K.
  • BlackRock Large Cap Core ETF made up 0.64% of Lantz Financial's portfolio in Q3 2026, its #38 holding.
  • Lantz Financial first reported a position in BlackRock Large Cap Core ETF in Q1 2026 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held BlackRock Large Cap Core ETF as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.