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Legacy Private Trust’s Blackrock BLK Stock Holding History

Legacy Private Trust’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 		$2.57M Buy
2,677
+153
+6% +$158K 0.14% 109
2026
Q1 		$2.43M Buy
2,524
+292
+13% +$307K 0.15% 104
2025
Q4 		$2.39M Buy
2,232
+126
+6% +$138K 0.14% 112
2025
Q3 		$2.46M Buy
2,106
+90
+4% +$101K 0.15% 105
2025
Q2 		$2.12M Sell
2,016
-5
-0.2% -$4.73K 0.14% 109
2025
Q1 		$1.91M Buy
2,021
+100
+5% +$98K 0.13% 122
2024
Q4 		$1.97M Sell
1,921
-56
-3% -$56.8K 0.13% 120
2024
Q3 		$1.88M Sell
1,977
-62
-3% -$53.7K 0.13% 121
2024
Q2 		$1.61M Sell
2,039
-113
-5% -$88.2K 0.11% 125
2024
Q1 		$1.79M Buy
2,152
+89
+4% +$71.5K 0.13% 122
2023
Q4 		$1.67M Sell
2,063
-269
-12% -$188K 0.13% 119
2023
Q3 		$1.51M Sell
2,332
-223
-9% -$156K 0.13% 118
2023
Q2 		$1.77M Sell
2,555
-434
-15% -$291K 0.15% 112
2023
Q1 		$2M Buy
2,989
+56
+2% +$39.4K 0.17% 106
2022
Q4 		$2.08M Sell
2,933
-1,348
-31% -$900K 0.19% 103
2022
Q3 		$2.36M Sell
4,281
-1,595
-27% -$1.04M 0.22% 95
2022
Q2 		$3.58M Buy
5,876
+1,916
+48% +$1.25M 0.32% 78
2022
Q1 		$3.03M Buy
3,960
+1,491
+60% +$1.16M 0.24% 90
2021
Q4 		$2.26M Buy
2,469
+1,647
+200% +$1.5M 0.17% 108
2021
Q3 		$689K Buy
+822
New +$737K 0.06% 164

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 Private Trust's BLK Position: Q2 2026 in Review

Legacy Private Trust increased its Blackrock (BLK) stake by 6.1% in Q2 2026, buying an estimated $158K and bringing the position to 2,677 shares worth $2.57M. The position accounts for 0.14% of the portfolio, ranked #109.

Legacy Private Trust first reported a position in BLK in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.58M in Q2 2022. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Legacy Private Trust held 2,677 shares of Blackrock worth $2.57M as of Q2 2026.
  • Legacy Private Trust bought 153 Blackrock shares in Q2 2026, an estimated $158K.
  • Blackrock made up 0.14% of Legacy Private Trust's portfolio in Q2 2026, its #109 holding.
  • Legacy Private Trust first reported a position in Blackrock in Q3 2021 and has held it in 20 quarters since.
  • Legacy Private Trust's Blackrock position peaked at $3.58M in Q2 2022.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.