Marin Bay Wealth Advisors’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
$388K Buy
403
+3
+0.8% +$3.1K 0.21% 79
2026
Q1
$384K Sell
400
-15
-4% -$15.8K 0.23% 74
2025
Q4
$444K Buy
+415
New +$454K 0.25% 58

Other funds holding BLK

Marin Bay Wealth Advisors's BLK Position: Q2 2026 in Review

Marin Bay Wealth Advisors increased its Blackrock (BLK) stake by 0.75% in Q2 2026, buying an estimated $3.1K and bringing the position to 403 shares worth $388K. The position accounts for 0.21% of the portfolio, ranked #79.

Marin Bay Wealth Advisors first reported a position in BLK in Q4 2025 and has held it in 3 quarters since. The position peaked at $444K in Q4 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Marin Bay Wealth Advisors held 403 shares of Blackrock worth $388K as of Q2 2026.
  • Marin Bay Wealth Advisors bought 3 Blackrock shares in Q2 2026, an estimated $3.1K.
  • Blackrock made up 0.21% of Marin Bay Wealth Advisors's portfolio in Q2 2026, its #79 holding.
  • Marin Bay Wealth Advisors first reported a position in Blackrock in Q4 2025 and has held it in 3 quarters since.
  • Marin Bay Wealth Advisors's Blackrock position peaked at $444K in Q4 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Marin Bay Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.