Poinciana Advisors Group’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-251
Closed -$241K 120
2026
Q1
$241K Hold
251
0.19% 104
2025
Q4
$269K Sell
251
-1
-0.4% -$1.09K 0.21% 90
2025
Q3
$294K Hold
252
0.25% 73
2025
Q2
$264K Buy
252
+1
+0.4% +$946 0.24% 83
2025
Q1
$238K Sell
251
-2
-0.8% -$1.96K 0.25% 73
2024
Q4
$259K Buy
+253
New +$257K 0.26% 72

Other funds holding BLK

Poinciana Advisors Group's BLK Position: Q2 2026 in Review

Poinciana Advisors Group sold out of Blackrock (BLK) in Q2 2026, closing a stake of 251 shares — an estimated $241K sold.

Poinciana Advisors Group first reported a position in BLK in Q4 2024 and held it in 6 quarters. The position peaked at $294K in Q3 2025. 1,475 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Poinciana Advisors Group reported no remaining Blackrock position as of Q2 2026 after selling out during the quarter.
  • Poinciana Advisors Group sold 251 Blackrock shares in Q2 2026, an estimated $241K.
  • Poinciana Advisors Group first reported a position in Blackrock in Q4 2024 and held it in 6 quarters.
  • Poinciana Advisors Group's Blackrock position peaked at $294K in Q3 2025.
  • 1,475 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.