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Legacy Capital Group California’s Blackrock BLK Stock Holding History

Legacy Capital Group California’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 		– Sell
-360
Closed -$385K – 289
2025
Q4 		$385K Buy
360
+5
+1% +$5.47K 0.09% 257
2025
Q3 		$414K Sell
355
-6
-2% -$6.71K 0.11% 229
2025
Q2 		$379K Sell
361
-4
-1% -$3.78K 0.1% 222
2025
Q1 		$345K Sell
365
-3
-0.8% -$2.94K 0.12% 203
2024
Q4 		$377K Buy
368
+10
+3% +$10.1K 0.12% 212
2024
Q3 		$340K Sell
358
-17
-5% -$14.7K 0.11% 208
2024
Q2 		$295K Buy
375
+8
+2% +$6.24K 0.11% 221
2024
Q1 		$306K Sell
367
-3
-0.8% -$2.41K 0.11% 220
2023
Q4 		$300K Buy
370
+3
+0.8% +$2.09K 0.12% 218
2023
Q3 		$237K Sell
367
-4
-1% -$2.79K 0.1% 239
2023
Q2 		$256K Buy
371
+9
+2% +$6.03K 0.11% 221
2023
Q1 		$242K Buy
+362
New +$255K 0.12% 212

Other funds holding BLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Capital Group California's BLK Position: Q1 2026 in Review

Legacy Capital Group California sold out of Blackrock (BLK) in Q1 2026, closing a stake of 360 shares — an estimated $385K sold.

Legacy Capital Group California first reported a position in BLK in Q1 2023 and held it in 12 quarters. The position peaked at $414K in Q3 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Legacy Capital Group California reported no remaining Blackrock position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Group California sold 360 Blackrock shares in Q1 2026, an estimated $385K.
  • Legacy Capital Group California first reported a position in Blackrock in Q1 2023 and held it in 12 quarters.
  • Legacy Capital Group California's Blackrock position peaked at $414K in Q3 2025.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.