Northern Financial Advisors’s Blackrock BLK Stock Holding History

Northern Financial Advisors’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	$775K	Sell	806 -5	-0.6%	-$5.17K	0.51%	57
2026 Q1	$780K	Buy	811 +313	+63%	+$329K	0.57%	55
2025 Q4	$533K	Sell	498 -299	-38%	-$327K	0.61%	51
2025 Q3	$929K	Buy	797 +2	+0.3%	+$2.24K	0.49%	56
2025 Q2	$834K	Sell	795 -10	-1%	-$9.46K	0.63%	48
2025 Q1	$762K	Sell	805 -7	-0.9%	-$6.86K	0.63%	53
2024 Q4	$832K	Buy	+812	New	+$824K	0.67%	48
2024 Q3	–	Sell	-828	Closed	-$652K	–	106
2024 Q2	$652K	Hold	828	–	–	0.52%	61
2024 Q1	$690K	Sell	828 -6	-0.7%	-$4.82K	0.54%	62
2023 Q4	$677K	Buy	834 +276	+49%	+$193K	0.57%	61
2023 Q3	$361K	Sell	558 -32	-5%	-$22.4K	0.33%	84
2023 Q2	$366K	Sell	590 -48	-8%	-$32.1K	0.32%	82
2023 Q1	$427K	Buy	+638	New	+$449K	0.4%	74

Other funds holding BLK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Financial Advisors's BLK Position: Q2 2026 in Review

Northern Financial Advisors reduced its Blackrock (BLK) stake by 0.62% in Q2 2026, selling an estimated $5.17K and leaving 806 shares worth $775K. The position accounts for 0.51% of the portfolio, ranked #57.

Northern Financial Advisors first reported a position in BLK in Q1 2023 and has held it in 13 quarters since. The position peaked at $929K in Q3 2025. 2,329 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Northern Financial Advisors held 806 shares of Blackrock worth $775K as of Q2 2026.
Northern Financial Advisors sold 5 Blackrock shares in Q2 2026, an estimated $5.17K.
Blackrock made up 0.51% of Northern Financial Advisors's portfolio in Q2 2026, its #57 holding.
Northern Financial Advisors first reported a position in Blackrock in Q1 2023 and has held it in 13 quarters since.
Northern Financial Advisors's Blackrock position peaked at $929K in Q3 2025.
2,329 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.