Lugano Financial Advisors SA (LFA)’s Blackrock BLK Stock Holding History

Lugano Financial Advisors SA (LFA)’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 Q1	$28.9K	Hold	30	–	–	0.01%	179
2025 Q4	$32.1K	Buy	+30	New	+$32.8K	0.02%	180
2024 Q1	–	Sell	-37	Closed	-$30K	–	163
2023 Q4	$30K	Buy	37 +25	+208%	+$17.5K	0.02%	125
2023 Q3	$7.76K	Buy	+12	New	+$8.38K	0.01%	158
2020 Q2	–	Sell	-13	Closed	-$7K	–	117
2020 Q1	$7K	Hold	13	–	–	0.01%	120
2019 Q4	$7K	Buy	+13	New	+$6.17K	0.01%	130
2019 Q2	$23K	Buy	48 +35	+269%	+$15.8K	0.01%	122
2019 Q1	$5K	Buy	+13	New	+$5.45K	﹤0.01%	127

Other funds holding BLK

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Lugano Financial Advisors SA (LFA)'s BLK Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) held its Blackrock (BLK) position steady in Q1 2026 at 30 shares worth $28.9K. The position accounts for 0.01% of the portfolio, ranked #179.

Lugano Financial Advisors SA (LFA) first reported a position in BLK in Q1 2019 and has held it in 8 quarters since. The position peaked at $32.1K in Q4 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Lugano Financial Advisors SA (LFA) held 30 shares of Blackrock worth $28.9K as of Q1 2026.
Lugano Financial Advisors SA (LFA) left its Blackrock share count unchanged in Q1 2026.
Blackrock made up 0.01% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #179 holding.
Lugano Financial Advisors SA (LFA) first reported a position in Blackrock in Q1 2019 and has held it in 8 quarters since.
Lugano Financial Advisors SA (LFA)'s Blackrock position peaked at $32.1K in Q4 2025.
2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.