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Montz Harcus Wealth Management’s Blackrock BLK Stock Holding History

Montz Harcus Wealth Management’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
Q3 		$244K Buy
231
+2
+0.9% +$2.18K 0.09% 89
2026
Q2 		$220K Buy
229
+3
+1% +$3.1K 0.08% 91
2026
Q1 		$217K Buy
+226
New +$238K 0.09% 84
2025
Q4 		– Sell
-180
Closed -$210K – 90
2025
Q3 		$210K Buy
+180
New +$201K 0.09% 83
2025
Q1 		– Sell
-202
Closed -$207K – 79
2024
Q4 		$207K Buy
+202
New +$205K 0.12% 71

Other funds holding BLK

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Montz Harcus Wealth Management's BLK Position: Q3 2026 in Review

Montz Harcus Wealth Management increased its Blackrock (BLK) stake by 0.87% in Q3 2026, buying an estimated $2.18K and bringing the position to 231 shares worth $244K. The position accounts for 0.09% of the portfolio, ranked #89.

Montz Harcus Wealth Management first reported a position in BLK in Q4 2024 and has held it in 5 quarters since. 102 funds tracked by Wall St. Rank hold BLK as of Q3 2026.

  • Montz Harcus Wealth Management held 231 shares of Blackrock worth $244K as of Q3 2026.
  • Montz Harcus Wealth Management bought 2 Blackrock shares in Q3 2026, an estimated $2.18K.
  • Blackrock made up 0.09% of Montz Harcus Wealth Management's portfolio in Q3 2026, its #89 holding.
  • Montz Harcus Wealth Management first reported a position in Blackrock in Q4 2024 and has held it in 5 quarters since.
  • 102 funds tracked by Wall St. Rank held Blackrock as of Q3 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.