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LifeGoal Wealth Advisors’s Blackrock BLK Stock Holding History

LifeGoal Wealth 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 		$413K Buy
430
+89
+26% +$92K 0.19% 77
2026
Q1 		$326K Buy
+341
New +$359K 0.19% 72

Other funds holding BLK

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LifeGoal Wealth Advisors's BLK Position: Q2 2026 in Review

LifeGoal Wealth Advisors increased its Blackrock (BLK) stake by 26% in Q2 2026, buying an estimated $92K and bringing the position to 430 shares worth $413K. The position accounts for 0.19% of the portfolio, ranked #77.

LifeGoal Wealth Advisors first reported a position in BLK in Q1 2026 and has held it in 2 quarters since. 1,066 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • LifeGoal Wealth Advisors held 430 shares of Blackrock worth $413K as of Q2 2026.
  • LifeGoal Wealth Advisors bought 89 Blackrock shares in Q2 2026, an estimated $92K.
  • Blackrock made up 0.19% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #77 holding.
  • LifeGoal Wealth Advisors first reported a position in Blackrock in Q1 2026 and has held it in 2 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.