Phoenix Financial’s Blackrock BLK Stock Holding History

Phoenix Financial’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 Q1	$479K	Hold	498	–	–	﹤0.01%	316
2025 Q4	$533K	Sell	498 -543	-52%	-$594K	0.01%	291
2025 Q3	$1.21M	Sell	1,041 -88	-8%	-$98.4K	0.01%	215
2025 Q2	$1.18M	Sell	1,129 -123	-10%	-$116K	0.02%	217
2025 Q1	$1.19M	Buy	1,252 +528	+73%	+$517K	0.02%	205
2024 Q4	$742K	Sell	724 -120	-14%	-$122K	0.01%	237
2024 Q3	$803K	Buy	+844	New	+$730K	0.01%	229
2020 Q4	–	Sell	-2,082	Closed	-$1.09M	–	367
2020 Q3	$1.09M	Sell	2,082 -362	-15%	-$207K	0.05%	187
2020 Q2	$1.24M	Sell	2,444 -2,063	-46%	-$1.04M	0.05%	192
2020 Q1	$1.92M	Buy	+4,507	New	+$2.22M	0.1%	154
2019 Q4	–	Sell	-25,000	Closed	-$10.6M	–	198
2019 Q3	$10.6M	Buy	+25,000	New	+$11.1M	0.5%	75

Other funds holding BLK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Phoenix Financial's BLK Position: Q1 2026 in Review

Phoenix Financial held its Blackrock (BLK) position steady in Q1 2026 at 498 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Phoenix Financial first reported a position in BLK in Q3 2019 and has held it in 11 quarters since. The position peaked at $10.6M in Q3 2019. 2,328 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Phoenix Financial held 498 shares of Blackrock worth $479K as of Q1 2026.
Phoenix Financial left its Blackrock share count unchanged in Q1 2026.
Blackrock made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #316 holding.
Phoenix Financial first reported a position in Blackrock in Q3 2019 and has held it in 11 quarters since.
Phoenix Financial's Blackrock position peaked at $10.6M in Q3 2019.
2,328 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.