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Oxford Financial Group’s Blackrock BLK Stock Holding History

Oxford Financial Group’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 		$243K Sell
253
-450
-64% -$465K 0.01% 226
2026
Q1 		$676K Buy
703
+314
+81% +$330K 0.04% 133
2025
Q4 		$416K Sell
389
-14
-3% -$15.3K 0.02% 163
2025
Q3 		$470K Buy
+403
New +$451K 0.03% 145
2025
Q1 		– Sell
-229
Closed -$235K – 267
2024
Q4 		$235K Buy
229
+3
+1% +$3.04K 0.02% 227
2024
Q3 		$215K Sell
226
-195
-46% -$169K 0.01% 232
2024
Q2 		$331K Buy
+421
New +$328K 0.02% 202

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Oxford Financial Group's BLK Position: Q2 2026 in Review

Oxford Financial Group reduced its Blackrock (BLK) stake by 64% in Q2 2026, selling an estimated $465K and leaving 253 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #226.

Oxford Financial Group first reported a position in BLK in Q2 2024 and has held it in 7 quarters since. The position peaked at $676K in Q1 2026. 2,331 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Oxford Financial Group held 253 shares of Blackrock worth $243K as of Q2 2026.
  • Oxford Financial Group sold 450 Blackrock shares in Q2 2026, an estimated $465K.
  • Blackrock made up 0.01% of Oxford Financial Group's portfolio in Q2 2026, its #226 holding.
  • Oxford Financial Group first reported a position in Blackrock in Q2 2024 and has held it in 7 quarters since.
  • Oxford Financial Group's Blackrock position peaked at $676K in Q1 2026.
  • 2,331 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.