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Legacy Advisors’s Blackrock BLK Stock Holding History

Legacy 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 		$247K Buy
+257
New +$266K 0.02% 286
2026
Q1 		– Sell
-195
Closed -$209K – 282
2025
Q4 		$209K Buy
+195
New +$213K 0.02% 270
2025
Q2 		– Sell
-684
Closed -$647K – 65
2025
Q1 		$647K Buy
684
+33
+5% +$32.3K 0.07% 226
2024
Q4 		$667K Buy
+651
New +$661K 0.06% 220
2024
Q3 		– Sell
-519
Closed -$409K – 380
2024
Q2 		$409K Sell
519
-13
-2% -$10.1K 0.05% 221
2024
Q1 		$444K Sell
532
-201
-27% -$161K 0.06% 216
2023
Q4 		$595K Sell
733
-33
-4% -$23K 0.08% 181
2023
Q3 		$495K Buy
766
+22
+3% +$15.4K 0.08% 183
2023
Q2 		$514K Sell
744
-2
-0.3% -$1.34K 0.08% 171
2023
Q1 		$499K Buy
746
+52
+7% +$36.6K 0.09% 151
2022
Q4 		$492K Buy
694
+114
+20% +$76.1K 0.09% 147
2022
Q3 		$319K Buy
580
+84
+17% +$55K 0.07% 168
2022
Q2 		$302K Buy
496
+221
+80% +$144K 0.06% 170
2022
Q1 		$210K Buy
+275
New +$215K 0.04% 198
2019
Q3 		– Sell
-300
Closed -$141K – 140
2019
Q2 		$141K Buy
300
+112
+60% +$50.7K 0.1% 132
2019
Q1 		$80K Buy
+188
New +$78.9K 0.03% 172
2018
Q4 		– Sell
-338
Closed -$159K – 150
2018
Q3 		$159K Buy
338
+150
+80% +$72.9K 0.08% 149
2018
Q2 		$94K Buy
188
+83
+79% +$43.9K 0.07% 139
2018
Q1 		$55K Buy
+105
New +$57.6K 0.04% 154
2017
Q4 		– Sell
-10
Closed -$4K – 355
2017
Q3 		$4K Buy
+10
New +$4.27K ﹤0.01% 297

Other funds holding BLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Legacy Advisors's BLK Position: Q2 2026 in Review

Legacy Advisors opened a new position in Blackrock (BLK) in Q2 2026: 257 shares worth $247K. The stake represents 0.02% of the portfolio and ranks #286 among its holdings. This is a return to the name: Legacy Advisors previously reported a position in BLK as recently as Q4 2025.

Legacy Advisors first reported a position in BLK in Q3 2017 and has held it in 20 quarters since. The position peaked at $667K in Q4 2024. 711 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Legacy Advisors held 257 shares of Blackrock worth $247K as of Q2 2026.
  • Blackrock was a new Legacy Advisors position in Q2 2026.
  • Blackrock made up 0.02% of Legacy Advisors's portfolio in Q2 2026, its #286 holding.
  • Legacy Advisors first reported a position in Blackrock in Q3 2017 and has held it in 20 quarters since.
  • Legacy Advisors's Blackrock position peaked at $667K in Q4 2024.
  • 711 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.