PCWA
BLK icon

Pacific Capital Wealth Advisors’s Blackrock BLK Stock Holding History

Pacific Capital Wealth 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
2025
Q1 		– Sell
-11
Closed -$11.3K – 118
2024
Q4 		$11.3K Sell
11
-3
-21% -$3.04K ﹤0.01% 263
2024
Q3 		$13.3K Sell
14
-47
-77% -$40.7K ﹤0.01% 276
2024
Q2 		$48K Buy
61
+57
+1,425% +$44.5K 0.01% 152
2024
Q1 		$3.33K Hold
4
– – ﹤0.01% 374
2023
Q4 		$3.25K Buy
+4
New +$2.79K ﹤0.01% 269

Other funds holding BLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pacific Capital Wealth Advisors's BLK Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Blackrock (BLK) in Q1 2025, closing a stake of 11 shares — an estimated $11.3K sold.

Pacific Capital Wealth Advisors first reported a position in BLK in Q4 2023 and held it in 5 quarters. The position peaked at $48K in Q2 2024. 2,195 funds tracked by Wall St. Rank hold BLK as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Blackrock position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 11 Blackrock shares in Q1 2025, an estimated $11.3K.
  • Pacific Capital Wealth Advisors first reported a position in Blackrock in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Blackrock position peaked at $48K in Q2 2024.
  • 2,195 funds tracked by Wall St. Rank held Blackrock as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.