LSA
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Lion Street Advisors’s Blackrock BLK Stock Holding History

Lion Street 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
2025
Q3 		– Sell
-308
Closed -$323K – 248
2025
Q2 		$323K Buy
308
+48
+18% +$45.4K 0.1% 211
2025
Q1 		$246K Sell
260
-135
-34% -$132K 0.08% 229
2024
Q4 		$405K Sell
395
-12
-3% -$12.2K 0.13% 161
2024
Q3 		$386K Buy
407
+104
+34% +$90K 0.13% 168
2024
Q2 		$239K Buy
+303
New +$236K 0.09% 231
2020
Q2 		– Sell
-9
Closed -$4K – 73
2020
Q1 		$4K Buy
+9
New +$4.43K 0.02% 272

Other funds holding BLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return