Montag & Associates’s BlackRock Large Cap Value ETF BLCV Stock Holding History

Montag & Associates’s Portfolio BLCV Stock Details BLCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$831K	Buy	+20,086	New	+$854K	0.04%	264

Other funds holding BLCV

Skyline Advisors Bellingham, Washington $322M AUM 10.44% 1-Year Est. Return

SPAS

Spectrum Planning & Advisory Services San Diego, California $236M AUM 11.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $423M AUM 27.93% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Buckhead Capital Management Atlanta, Georgia $289M AUM 17.01% 1-Year Est. Return

Montag & Associates's BLCV Position: Q3 2026 in Review

Montag & Associates opened a new position in BlackRock Large Cap Value ETF (BLCV) in Q3 2026: 20,086 shares worth $831K. The stake represents 0.04% of the portfolio and ranks #264 among its holdings.

15 funds tracked by Wall St. Rank hold BLCV as of Q3 2026.

Montag & Associates held 20,086 shares of BlackRock Large Cap Value ETF worth $831K as of Q3 2026.
BlackRock Large Cap Value ETF was a new Montag & Associates position in Q3 2026.
BlackRock Large Cap Value ETF made up 0.04% of Montag & Associates's portfolio in Q3 2026, its #264 holding.
15 funds tracked by Wall St. Rank held BlackRock Large Cap Value ETF as of Q3 2026.

Based on Montag & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.