Okabena Investment Services’s Blackrock BLK Stock Holding History

Okabena Investment 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 Q1	$3M	Buy	3,119 +1,525	+96%	+$1.6M	0.58%	36
2025 Q4	$1.71M	Hold	1,594	–	–	0.33%	53
2025 Q3	$1.86M	Buy	1,594 +2	+0.1%	+$2.24K	0.36%	47
2025 Q2	$1.67M	Hold	1,592	–	–	0.37%	48
2025 Q1	$1.51M	Buy	1,592 +44	+3%	+$43.1K	0.38%	52
2024 Q4	$1.59M	Hold	1,548	–	–	0.44%	49
2024 Q3	$1.47M	Buy	1,548 +107	+7%	+$92.6K	0.41%	48
2024 Q2	$1.13M	Hold	1,441	–	–	0.36%	56
2024 Q1	$1.2M	Sell	1,441 -12	-0.8%	-$9.64K	0.4%	62
2023 Q4	$1.18M	Buy	1,453 +874	+151%	+$610K	0.46%	56
2023 Q3	$374K	Hold	579	–	–	0.29%	59
2023 Q2	$400K	Buy	579 +325	+128%	+$218K	0.29%	55
2023 Q1	$674K	Sell	254 -361	-59%	-$254K	0.47%	48
2022 Q4	$436K	Sell	615 -858	-58%	-$573K	0.29%	69
2022 Q3	$811K	Sell	1,473 -21	-1%	-$13.7K	0.39%	67
2022 Q2	$910K	Buy	1,494 +59	+4%	+$38.4K	0.47%	52
2022 Q1	$1.1M	Hold	1,435	–	–	0.46%	57
2021 Q4	$1.31M	Buy	+1,435	New	+$1.31M	0.5%	52

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

Okabena Investment Services's BLK Position: Q1 2026 in Review

Okabena Investment Services increased its Blackrock (BLK) stake by 96% in Q1 2026, buying an estimated $1.6M and bringing the position to 3,119 shares worth $3M. The position accounts for 0.58% of the portfolio, ranked #36.

Okabena Investment Services first reported a position in BLK in Q4 2021 and has held it in 18 quarters since. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Okabena Investment Services held 3,119 shares of Blackrock worth $3M as of Q1 2026.
Okabena Investment Services bought 1,525 Blackrock shares in Q1 2026, an estimated $1.6M.
Blackrock made up 0.58% of Okabena Investment Services's portfolio in Q1 2026, its #36 holding.
Okabena Investment Services first reported a position in Blackrock in Q4 2021 and has held it in 18 quarters since.
2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Okabena Investment Services's 13F filing for Q1 2026, filed 15 May 2026.