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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oxford Financial Group's BLK Position: Q1 2026 in Review

Oxford Financial Group increased its Blackrock (BLK) stake by 81% in Q1 2026, buying an estimated $330K and bringing the position to 703 shares worth $676K. The position accounts for 0.04% of the portfolio, ranked #133.

Oxford Financial Group first reported a position in BLK in Q2 2024 and has held it in 6 quarters since. 2,322 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Oxford Financial Group held 703 shares of Blackrock worth $676K as of Q1 2026.
  • Oxford Financial Group bought 314 Blackrock shares in Q1 2026, an estimated $330K.
  • Blackrock made up 0.04% of Oxford Financial Group's portfolio in Q1 2026, its #133 holding.
  • Oxford Financial Group first reported a position in Blackrock in Q2 2024 and has held it in 6 quarters since.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.