Legacy Trust’s Blackrock BLK Stock Holding History

Legacy 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	$587K	Sell	610 -1	-0.2%	-$1.03K	0.1%	125
2026 Q1	$588K	Hold	611	–	–	0.11%	117
2025 Q4	$654K	Hold	611	–	–	0.12%	108
2025 Q3	$712K	Hold	611	–	–	0.14%	108
2025 Q2	$641K	Sell	611 -169	-22%	-$160K	0.16%	94
2025 Q1	$738K	Buy	+780	New	+$764K	0.18%	90
2024 Q4	–	Sell	-790	Closed	-$750K	–	160
2024 Q3	$750K	Buy	790 +11	+1%	+$9.52K	0.17%	87
2024 Q2	$613K	Hold	779	–	–	0.15%	92
2024 Q1	$649K	Buy	779 +7	+0.9%	+$5.62K	0.16%	94
2023 Q4	$627K	Sell	772 -16	-2%	-$11.2K	0.16%	93
2023 Q3	$509K	Sell	788 -14	-2%	-$9.78K	0.15%	98
2023 Q2	$554K	Hold	802	–	–	0.15%	97
2023 Q1	$537K	Hold	802	–	–	0.16%	96
2022 Q4	$568K	Buy	+802	New	+$536K	0.18%	90

Other funds holding BLK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legacy Trust's BLK Position: Q2 2026 in Review

Legacy Trust reduced its Blackrock (BLK) stake by 0.16% in Q2 2026, selling an estimated $1.03K and leaving 610 shares worth $587K. The position accounts for 0.1% of the portfolio, ranked #125.

Legacy Trust first reported a position in BLK in Q4 2022 and has held it in 14 quarters since. The position peaked at $750K in Q3 2024. 2,325 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Legacy Trust held 610 shares of Blackrock worth $587K as of Q2 2026.
Legacy Trust sold 1 Blackrock share in Q2 2026, an estimated $1.03K.
Blackrock made up 0.1% of Legacy Trust's portfolio in Q2 2026, its #125 holding.
Legacy Trust first reported a position in Blackrock in Q4 2022 and has held it in 14 quarters since.
Legacy Trust's Blackrock position peaked at $750K in Q3 2024.
2,325 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.