PFW Advisors’s Blackrock BLK Stock Holding History

PFW 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
2026 Q2	$2.1M	Sell	2,186 -31	-1%	-$32.1K	0.61%	32
2026 Q1	$2.13M	Sell	2,217 -39	-2%	-$41K	0.67%	30
2025 Q4	$2.41M	Sell	2,256 -138	-6%	-$151K	0.73%	28
2025 Q3	$2.79M	Sell	2,394 -21	-0.9%	-$23.5K	0.83%	23
2025 Q2	$2.53M	Sell	2,415 -103	-4%	-$97.4K	0.78%	27
2025 Q1	$2.38M	Buy	2,518 +14	+0.6%	+$13.7K	0.75%	32
2024 Q4	$2.57M	Buy	+2,504	New	+$2.54M	0.79%	28
2024 Q2	$1.98M	Sell	2,513 -155	-6%	-$121K	0.63%	38
2024 Q1	$2.22M	Buy	2,668 +3	+0.1%	+$2.41K	0.68%	35
2023 Q4	$2.16M	Sell	2,665 -70	-3%	-$48.9K	0.69%	34
2023 Q3	$1.77M	Buy	2,735 +205	+8%	+$143K	0.62%	39
2023 Q2	$1.76M	Buy	+2,530	New	+$1.69M	0.59%	38
2019 Q3	$2.36M	Buy	+2,490	New	+$1.11M	0.72%	32

Other funds holding BLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

PFW Advisors's BLK Position: Q2 2026 in Review

PFW Advisors reduced its Blackrock (BLK) stake by 1.4% in Q2 2026, selling an estimated $32.1K and leaving 2,186 shares worth $2.1M. The position accounts for 0.61% of the portfolio, ranked #32.

PFW Advisors first reported a position in BLK in Q3 2019 and has held it in 13 quarters since. The position peaked at $2.79M in Q3 2025. 496 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

PFW Advisors held 2,186 shares of Blackrock worth $2.1M as of Q2 2026.
PFW Advisors sold 31 Blackrock shares in Q2 2026, an estimated $32.1K.
Blackrock made up 0.61% of PFW Advisors's portfolio in Q2 2026, its #32 holding.
PFW Advisors first reported a position in Blackrock in Q3 2019 and has held it in 13 quarters since.
PFW Advisors's Blackrock position peaked at $2.79M in Q3 2025.
496 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.