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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
Q3 		$2.84M Buy
2,680
+3
+0.1% +$3.28K 0.16% 100
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

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Legacy Private Trust's BLK Position: Q3 2026 in Review

Legacy Private Trust increased its Blackrock (BLK) stake by 0.11% in Q3 2026, buying an estimated $3.28K and bringing the position to 2,680 shares worth $2.84M. The position accounts for 0.16% of the portfolio, ranked #100.

Legacy Private Trust first reported a position in BLK in Q3 2021 and has held it in 21 quarters since. The position peaked at $3.58M in Q2 2022. 125 funds tracked by Wall St. Rank hold BLK as of Q3 2026.

  • Legacy Private Trust held 2,680 shares of Blackrock worth $2.84M as of Q3 2026.
  • Legacy Private Trust bought 3 Blackrock shares in Q3 2026, an estimated $3.28K.
  • Blackrock made up 0.16% of Legacy Private Trust's portfolio in Q3 2026, its #100 holding.
  • Legacy Private Trust first reported a position in Blackrock in Q3 2021 and has held it in 21 quarters since.
  • Legacy Private Trust's Blackrock position peaked at $3.58M in Q2 2022.
  • 125 funds tracked by Wall St. Rank held Blackrock as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.