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LGT Financial Advisors’s Blackrock BLK Stock Holding History

LGT 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 		– Sell
-2
Closed -$1.92K – 225
2026
Q1 		$1.92K Hold
2
– – 0.01% 231
2025
Q4 		$2.14K Hold
2
– – 0.01% 235
2025
Q3 		$2.33K Hold
2
– – 0.01% 335
2025
Q2 		$2.11K Buy
+2
New +$1.89K 0.01% 354

Other funds holding BLK

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

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

LGT Financial Advisors sold out of Blackrock (BLK) in Q2 2026, closing a stake of 2 shares — an estimated $1.92K sold.

LGT Financial Advisors first reported a position in BLK in Q2 2025 and held it in 4 quarters. The position peaked at $2.33K in Q3 2025. 1,371 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • LGT Financial Advisors reported no remaining Blackrock position as of Q2 2026 after selling out during the quarter.
  • LGT Financial Advisors sold 2 Blackrock shares in Q2 2026, an estimated $1.92K.
  • LGT Financial Advisors first reported a position in Blackrock in Q2 2025 and held it in 4 quarters.
  • LGT Financial Advisors's Blackrock position peaked at $2.33K in Q3 2025.
  • 1,371 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.