LFA
BLK icon

Legacy Financial Advisors’s Blackrock BLK Stock Holding History

Legacy Financial 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 		$790K Buy
822
+25
+3% +$25.9K 0.1% 165
2026
Q1 		$767K Buy
797
+126
+19% +$133K 0.11% 165
2025
Q4 		$718K Sell
671
-32
-5% -$35K 0.1% 172
2025
Q3 		$820K Sell
703
-185
-21% -$207K 0.11% 165
2025
Q2 		$932K Buy
888
+217
+32% +$205K 0.15% 114
2025
Q1 		$635K Sell
671
-35
-5% -$34.3K 0.11% 162
2024
Q4 		$723K Buy
706
+48
+7% +$48.7K 0.12% 143
2024
Q3 		$624K Buy
658
+47
+8% +$40.7K 0.1% 165
2024
Q2 		$481K Sell
611
-37
-6% -$28.9K 0.09% 179
2024
Q1 		$540K Sell
648
-22
-3% -$17.7K 0.1% 175
2023
Q4 		$544K Buy
670
+91
+16% +$63.5K 0.1% 155
2023
Q3 		$375K Sell
579
-1
-0.2% -$699 0.07% 176
2023
Q2 		$401K Buy
580
+98
+20% +$65.6K 0.07% 164
2023
Q1 		$323K Sell
482
-54
-10% -$38K 0.07% 178
2022
Q4 		$380K Buy
536
+75
+16% +$50.1K 0.08% 144
2022
Q3 		$254K Buy
461
+36
+8% +$23.6K 0.06% 182
2022
Q2 		$259K Buy
425
+78
+22% +$50.8K 0.06% 170
2022
Q1 		$265K Sell
347
-11
-3% -$8.59K 0.06% 186
2021
Q4 		$328K Buy
358
+34
+10% +$31K 0.08% 132
2021
Q3 		$272K Buy
324
+19
+6% +$17K 0.07% 141
2021
Q2 		$267K Buy
305
+17
+6% +$14.4K 0.07% 136
2021
Q1 		$217K Buy
+288
New +$209K 0.06% 144
2019
Q2 		– Sell
-104
Closed -$44K – 217
2019
Q1 		$44K Buy
104
+16
+18% +$6.71K 0.01% 294
2018
Q4 		$35K Buy
88
+49
+126% +$20.1K 0.01% 300
2018
Q3 		$18K Sell
39
-2
-5% -$972 0.01% 389
2018
Q2 		$21K Hold
41
– – 0.01% 365
2018
Q1 		$21K Buy
41
+1
+3% +$549 0.01% 360
2017
Q4 		$20K Buy
+40
New +$19.4K 0.01% 364

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legacy Financial Advisors's BLK Position: Q2 2026 in Review

Legacy Financial Advisors increased its Blackrock (BLK) stake by 3.1% in Q2 2026, buying an estimated $25.9K and bringing the position to 822 shares worth $790K. The position accounts for 0.1% of the portfolio, ranked #165.

Legacy Financial Advisors first reported a position in BLK in Q4 2017 and has held it in 28 quarters since. The position peaked at $932K in Q2 2025. 2,325 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Legacy Financial Advisors held 822 shares of Blackrock worth $790K as of Q2 2026.
  • Legacy Financial Advisors bought 25 Blackrock shares in Q2 2026, an estimated $25.9K.
  • Blackrock made up 0.1% of Legacy Financial Advisors's portfolio in Q2 2026, its #165 holding.
  • Legacy Financial Advisors first reported a position in Blackrock in Q4 2017 and has held it in 28 quarters since.
  • Legacy Financial Advisors's Blackrock position peaked at $932K in Q2 2025.
  • 2,325 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.