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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Financial Advisors's BLK Position: Q1 2026 in Review

Northern Financial Advisors increased its Blackrock (BLK) stake by 63% in Q1 2026, buying an estimated $329K and bringing the position to 811 shares worth $780K. The position accounts for 0.57% of the portfolio, ranked #55.

Northern Financial Advisors first reported a position in BLK in Q1 2023 and has held it in 12 quarters since. The position peaked at $929K in Q3 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Northern Financial Advisors held 811 shares of Blackrock worth $780K as of Q1 2026.
Northern Financial Advisors bought 313 Blackrock shares in Q1 2026, an estimated $329K.
Blackrock made up 0.57% of Northern Financial Advisors's portfolio in Q1 2026, its #55 holding.
Northern Financial Advisors first reported a position in Blackrock in Q1 2023 and has held it in 12 quarters since.
Northern Financial Advisors's Blackrock position peaked at $929K in Q3 2025.
2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.