Lokken Investment Group’s Blackrock BLK Stock Holding History

Lokken Investment Group’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	$1.92M	Buy	1,646 +11	+0.7%	+$12.3K	0.66%	40
2025 Q2	$1.72M	Buy	1,635 +84	+5%	+$79.4K	0.66%	39
2025 Q1	$1.47M	Buy	1,551 +1	+0.1%	+$980	0.62%	43
2024 Q4	$1.59M	Sell	1,550 -87	-5%	-$88.3K	0.69%	38
2024 Q3	$1.55M	Buy	1,637 +126	+8%	+$109K	0.65%	40
2024 Q2	$1.19M	Buy	1,511 +148	+11%	+$115K	0.56%	40
2024 Q1	$1.14M	Buy	1,363 +51	+4%	+$41K	0.57%	41
2023 Q4	$1.07M	Buy	1,312 +880	+204%	+$614K	0.6%	39
2023 Q3	$279K	Buy	+432	New	+$302K	0.18%	102
2022 Q1	–	Sell	-323	Closed	-$296K	–	128
2021 Q4	$296K	Hold	323	–	–	0.21%	101
2021 Q3	$271K	Hold	323	–	–	0.21%	98
2021 Q2	$282K	Buy	323 +1	+0.3%	+$845	0.23%	93
2021 Q1	$243K	Hold	322	–	–	0.21%	100
2020 Q4	$232K	Buy	+322	New	+$214K	0.21%	92

Other funds holding BLK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lokken Investment Group's BLK Position: Q3 2025 in Review

Lokken Investment Group increased its Blackrock (BLK) stake by 0.67% in Q3 2025, buying an estimated $12.3K and bringing the position to 1,646 shares worth $1.92M. The position accounts for 0.66% of the portfolio, ranked #40.

Lokken Investment Group first reported a position in BLK in Q4 2020 and has held it in 14 quarters since. 2,274 funds tracked by Wall St. Rank hold BLK as of Q3 2025.

Lokken Investment Group held 1,646 shares of Blackrock worth $1.92M as of Q3 2025.
Lokken Investment Group bought 11 Blackrock shares in Q3 2025, an estimated $12.3K.
Blackrock made up 0.66% of Lokken Investment Group's portfolio in Q3 2025, its #40 holding.
Lokken Investment Group first reported a position in Blackrock in Q4 2020 and has held it in 14 quarters since.
2,274 funds tracked by Wall St. Rank held Blackrock as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.