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PFG Private Wealth Management’s Blackrock BLK Stock Holding History

PFG Private Wealth Management’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
Q2 		– Sell
-17
Closed -$16.1K – 78
2025
Q1 		$16.1K Buy
17
+13
+325% +$12.7K 0.01% 120
2024
Q4 		$4.1K Buy
+4
New +$4.06K ﹤0.01% 164
2024
Q3 		– Sell
-5
Closed -$3.94K – 241
2024
Q2 		$3.94K Hold
5
– – ﹤0.01% 166
2024
Q1 		$4.17K Hold
5
– – ﹤0.01% 159
2023
Q4 		$4.06K Sell
5
-49
-91% -$34.2K ﹤0.01% 166
2023
Q3 		$34.9K Sell
54
-92
-63% -$64.3K 0.03% 117
2023
Q2 		$101K Buy
146
+1
+0.7% +$670 0.06% 99
2023
Q1 		$97K Sell
145
-1
-0.7% -$704 0.06% 101
2022
Q4 		$103K Sell
146
-3
-2% -$2K 0.06% 84
2022
Q3 		$82K Buy
149
+1
+0.7% +$655 0.05% 98
2022
Q2 		$90K Sell
148
-5
-3% -$3.26K 0.05% 113
2022
Q1 		$117K Sell
153
-264
-63% -$206K 0.06% 83
2021
Q4 		$382K Buy
417
+17
+4% +$15.5K 0.2% 46
2021
Q3 		$335K Buy
400
+10
+3% +$8.96K 0.2% 44
2021
Q2 		$341K Buy
390
+53
+16% +$44.8K 0.22% 41
2021
Q1 		$254K Buy
+337
New +$244K 0.17% 48

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

PFG Private Wealth Management's BLK Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Blackrock (BLK) in Q2 2025, closing a stake of 17 shares — an estimated $16.1K sold.

PFG Private Wealth Management first reported a position in BLK in Q1 2021 and held it in 16 quarters. The position peaked at $382K in Q4 2021. 2,219 funds tracked by Wall St. Rank hold BLK as of Q2 2025.

  • PFG Private Wealth Management reported no remaining Blackrock position as of Q2 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 17 Blackrock shares in Q2 2025, an estimated $16.1K.
  • PFG Private Wealth Management first reported a position in Blackrock in Q1 2021 and held it in 16 quarters.
  • PFG Private Wealth Management's Blackrock position peaked at $382K in Q4 2021.
  • 2,219 funds tracked by Wall St. Rank held Blackrock as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.