Lighthouse Financial Services’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.33M Buy
3,401
+330
+11% +$341K 0.7% 34
2026
Q1
$3.24M Sell
3,071
-36
-1% -$37.9K 0.73% 32
2025
Q4
$3.33M Buy
+3,107
New +$3.4M 0.76% 33

Other funds holding BLK

Lighthouse Financial Services's BLK Position: Q2 2026 in Review

Lighthouse Financial Services increased its Blackrock (BLK) stake by 11% in Q2 2026, buying an estimated $341K and bringing the position to 3,401 shares worth $3.33M. The position accounts for 0.7% of the portfolio, ranked #34.

Lighthouse Financial Services first reported a position in BLK in Q4 2025 and has held it in 3 quarters since. 2,324 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Lighthouse Financial Services held 3,401 shares of Blackrock worth $3.33M as of Q2 2026.
  • Lighthouse Financial Services bought 330 Blackrock shares in Q2 2026, an estimated $341K.
  • Blackrock made up 0.7% of Lighthouse Financial Services's portfolio in Q2 2026, its #34 holding.
  • Lighthouse Financial Services first reported a position in Blackrock in Q4 2025 and has held it in 3 quarters since.
  • 2,324 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Lighthouse Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.