Plan Group Financial’s BlackRock Large Cap Core ETF BLCR Stock Holding History

Plan Group Financial’s Portfolio BLCR Stock Details BLCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$849K	Buy	+17,225	New	+$850K	0.17%	96

Other funds holding BLCR

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

Stone House Investment Management Tunkhannock, Pennsylvania $768M AUM 12.07% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Plan Group Financial's BLCR Position: Q3 2026 in Review

Plan Group Financial opened a new position in BlackRock Large Cap Core ETF (BLCR) in Q3 2026: 17,225 shares worth $849K. The stake represents 0.17% of the portfolio and ranks #96 among its holdings.

160 funds tracked by Wall St. Rank hold BLCR as of Q3 2026.

Plan Group Financial held 17,225 shares of BlackRock Large Cap Core ETF worth $849K as of Q3 2026.
BlackRock Large Cap Core ETF was a new Plan Group Financial position in Q3 2026.
BlackRock Large Cap Core ETF made up 0.17% of Plan Group Financial's portfolio in Q3 2026, its #96 holding.
160 funds tracked by Wall St. Rank held BlackRock Large Cap Core ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.