Patriot Financial Group Insurance Agency’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.1M | Sell |
1,146
-1,102
| -49% | -$1.14M | 0.11% | 207 |
|
|
2026
Q1 | $2.16M | Buy |
2,248
+1,080
| +92% | +$1.14M | 0.12% | 201 |
|
|
2025
Q4 | $1.25M | Buy |
1,168
+122
| +12% | +$133K | 0.15% | 171 |
|
|
2025
Q3 | $1.22M | Sell |
1,046
-308
| -23% | -$344K | 0.16% | 172 |
|
|
2025
Q2 | $1.42M | Buy |
1,354
+104
| +8% | +$98.3K | 0.16% | 153 |
|
|
2025
Q1 | $1.18M | Buy |
1,250
+62
| +5% | +$60.8K | 0.16% | 161 |
|
|
2024
Q4 | $1.22M | Buy |
1,188
+9
| +0.8% | +$9.13K | 0.16% | 141 |
|
|
2024
Q3 | $1.12M | Buy |
1,179
+29
| +3% | +$25.1K | 0.15% | 162 |
|
|
2024
Q2 | $905K | Buy |
1,150
+33
| +3% | +$25.7K | 0.13% | 175 |
|
|
2024
Q1 | $931K | Buy |
1,117
+30
| +3% | +$24.1K | 0.15% | 162 |
|
|
2023
Q4 | $883K | Buy |
1,087
+7
| +0.6% | +$4.89K | 0.17% | 146 |
|
|
2023
Q3 | $698K | Buy |
1,080
+99
| +10% | +$69.2K | 0.14% | 177 |
|
|
2023
Q2 | $678K | Sell |
981
-60
| -6% | -$40.2K | 0.13% | 188 |
|
|
2023
Q1 | $697K | Buy |
1,041
+118
| +13% | +$83.1K | 0.14% | 169 |
|
|
2022
Q4 | $654K | Buy |
923
+69
| +8% | +$46.1K | 0.09% | 160 |
|
|
2022
Q3 | $470K | Buy |
854
+274
| +47% | +$179K | 0.11% | 204 |
|
|
2022
Q2 | $353K | Buy |
580
+100
| +21% | +$65.1K | 0.07% | 269 |
|
|
2022
Q1 | $367K | Buy |
480
+32
| +7% | +$25K | 0.07% | 292 |
|
|
2021
Q4 | $410K | Sell |
448
-11
| -2% | -$10K | 0.07% | 279 |
|
|
2021
Q3 | $385K | Buy |
459
+80
| +21% | +$71.7K | 0.07% | 283 |
|
|
2021
Q2 | $332K | Buy |
379
+96
| +34% | +$81.1K | 0.06% | 314 |
|
|
2021
Q1 | $213K | Sell |
283
-10
| -3% | -$7.25K | 0.05% | 370 |
|
|
2020
Q4 | $211K | Sell |
293
-2
| -0.7% | -$1.33K | 0.05% | 340 |
|
|
2020
Q3 | $166K | Sell |
295
-1
| -0.3% | -$571 | 0.05% | 301 |
|
|
2020
Q2 | $161K | Buy |
296
+25
| +9% | +$12.6K | 0.06% | 268 |
|
|
2020
Q1 | $119K | Sell |
271
-6
| -2% | -$2.96K | 0.05% | 295 |
|
|
2019
Q4 | $139K | Buy |
277
+123
| +80% | +$58.4K | 0.05% | 279 |
|
|
2019
Q3 | $69K | Hold |
154
| – | – | 0.03% | 383 |
|
|
2019
Q2 | $72K | Sell |
154
-2
| -1% | -$905 | 0.03% | 375 |
|
|
2019
Q1 | $67K | Sell |
156
-36
| -19% | -$15.1K | 0.03% | 340 |
|
|
2018
Q4 | $75K | Buy |
192
+174
| +967% | +$71.3K | 0.05% | 259 |
|
|
2018
Q3 | $8K | Buy |
18
+2
| +13% | +$972 | ﹤0.01% | 659 |
|
|
2018
Q2 | $8K | Sell |
16
-17
| -52% | -$8.98K | 0.01% | 417 |
|
|
2018
Q1 | $17K | Buy |
33
+1
| +3% | +$549 | 0.01% | 500 |
|
|
2017
Q4 | $17K | Buy |
32
+16
| +100% | +$7.78K | 0.01% | 482 |
|
|
2017
Q3 | $7K | Sell |
16
-1
| -6% | -$427 | 0.01% | 625 |
|
|
2017
Q2 | $7K | Buy |
17
+5
| +42% | +$1.99K | 0.01% | 599 |
|
|
2017
Q1 | $5K | Hold |
12
| – | – | 0.01% | 609 |
|
|
2016
Q4 | $5K | Buy |
+12
| New | +$4.4K | 0.01% | 557 |
|
Other funds holding BLK
Patriot Financial Group Insurance Agency's BLK Position: Q2 2026 in Review
Patriot Financial Group Insurance Agency reduced its Blackrock (BLK) stake by 49% in Q2 2026, selling an estimated $1.14M and leaving 1,146 shares worth $1.1M. The position accounts for 0.11% of the portfolio, ranked #207.
Patriot Financial Group Insurance Agency first reported a position in BLK in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.16M in Q1 2026. 1,475 funds tracked by Wall St. Rank hold BLK as of Q2 2026.
- Patriot Financial Group Insurance Agency held 1,146 shares of Blackrock worth $1.1M as of Q2 2026.
- Patriot Financial Group Insurance Agency sold 1,102 Blackrock shares in Q2 2026, an estimated $1.14M.
- Blackrock made up 0.11% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #207 holding.
- Patriot Financial Group Insurance Agency first reported a position in Blackrock in Q4 2016 and has held it in 39 quarters since.
- Patriot Financial Group Insurance Agency's Blackrock position peaked at $2.16M in Q1 2026.
- 1,475 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.
Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.