MFA Wealth Services’s Blackrock BLK Stock Holding History

MFA Wealth Services’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 Q2	$409K	Sell	425 -216	-34%	-$223K	0.24%	95
2026 Q1	$616K	Buy	641 +22	+4%	+$23.1K	0.41%	70
2025 Q4	$663K	Buy	619 +1	+0.2%	+$1.09K	0.45%	61
2025 Q3	$720K	Buy	618 +16	+3%	+$17.9K	0.5%	56
2025 Q2	$632K	Buy	602 +4	+0.7%	+$3.78K	0.47%	52
2025 Q1	$566K	Buy	598 +36	+6%	+$35.3K	0.47%	54
2024 Q4	$577K	Buy	+562	New	+$570K	0.46%	59

Other funds holding BLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

MFA Wealth Services's BLK Position: Q2 2026 in Review

MFA Wealth Services reduced its Blackrock (BLK) stake by 34% in Q2 2026, selling an estimated $223K and leaving 425 shares worth $409K. The position accounts for 0.24% of the portfolio, ranked #95.

MFA Wealth Services first reported a position in BLK in Q4 2024 and has held it in 7 quarters since. The position peaked at $720K in Q3 2025. 553 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

MFA Wealth Services held 425 shares of Blackrock worth $409K as of Q2 2026.
MFA Wealth Services sold 216 Blackrock shares in Q2 2026, an estimated $223K.
Blackrock made up 0.24% of MFA Wealth Services's portfolio in Q2 2026, its #95 holding.
MFA Wealth Services first reported a position in Blackrock in Q4 2024 and has held it in 7 quarters since.
MFA Wealth Services's Blackrock position peaked at $720K in Q3 2025.
553 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.