PCS
BLK icon

Personal CFO Solutions’s Blackrock BLK Stock Holding History

Personal CFO Solutions’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 		$538K Sell
559
-266
-32% -$275K 0.08% 232
2026
Q1 		$793K Sell
825
-124
-13% -$130K 0.11% 160
2025
Q4 		$1.02M Hold
949
– – 0.16% 122
2025
Q3 		$1.11M Buy
949
+46
+5% +$51.4K 0.19% 103
2025
Q2 		$947K Buy
903
+13
+1% +$12.3K 0.18% 116
2025
Q1 		$843K Sell
890
-21
-2% -$20.6K 0.17% 129
2024
Q4 		$934K Buy
+911
New +$925K 0.18% 111
2024
Q3 		– Sell
-762
Closed -$600K – 565
2024
Q2 		$600K Sell
762
-115
-13% -$89.7K 0.09% 210
2024
Q1 		$732K Buy
877
+17
+2% +$13.7K 0.11% 188
2023
Q4 		$699K Buy
860
+12
+1% +$8.38K 0.12% 172
2023
Q3 		$548K Buy
848
+52
+7% +$36.3K 0.11% 180
2023
Q2 		$550K Buy
796
+17
+2% +$11.4K 0.11% 188
2023
Q1 		$521K Buy
779
+37
+5% +$26.1K 0.11% 187
2022
Q4 		$526K Sell
742
-21
-3% -$14K 0.11% 182
2022
Q3 		$420K Sell
763
-5
-0.7% -$3.27K 0.11% 181
2022
Q2 		$468K Buy
768
+201
+35% +$131K 0.11% 164
2022
Q1 		$433K Buy
567
+126
+29% +$98.4K 0.09% 225
2021
Q4 		$404K Buy
441
+58
+15% +$52.9K 0.08% 242
2021
Q3 		$322K Sell
383
-38
-9% -$34.1K 0.07% 269
2021
Q2 		$369K Buy
421
+68
+19% +$57.4K 0.08% 238
2021
Q1 		$266K Buy
353
+44
+14% +$31.9K 0.06% 298
2020
Q4 		$223K Buy
+309
New +$205K 0.06% 332

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

Personal CFO Solutions's BLK Position: Q2 2026 in Review

Personal CFO Solutions reduced its Blackrock (BLK) stake by 32% in Q2 2026, selling an estimated $275K and leaving 559 shares worth $538K. The position accounts for 0.08% of the portfolio, ranked #232.

Personal CFO Solutions first reported a position in BLK in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.11M in Q3 2025. 2,328 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Personal CFO Solutions held 559 shares of Blackrock worth $538K as of Q2 2026.
  • Personal CFO Solutions sold 266 Blackrock shares in Q2 2026, an estimated $275K.
  • Blackrock made up 0.08% of Personal CFO Solutions's portfolio in Q2 2026, its #232 holding.
  • Personal CFO Solutions first reported a position in Blackrock in Q4 2020 and has held it in 22 quarters since.
  • Personal CFO Solutions's Blackrock position peaked at $1.11M in Q3 2025.
  • 2,328 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.