Premier Path Wealth Partners
BLK icon

Premier Path Wealth Partners’s Blackrock BLK Stock Holding History

Premier Path Wealth Partners’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
Q3 		$3.11M Sell
2,938
-204
-6% -$223K 0.36% 69
2026
Q2 		$3.02M Sell
3,142
-161
-5% -$167K 0.35% 71
2026
Q1 		$3.18M Sell
3,303
-52
-2% -$54.7K 0.41% 53
2025
Q4 		$3.59M Sell
3,355
-151
-4% -$165K 0.46% 44
2025
Q3 		$4.09M Sell
3,506
-76
-2% -$85K 0.53% 38
2025
Q2 		$3.76M Buy
3,582
+104
+3% +$98.3K 0.52% 40
2025
Q1 		$3.29M Buy
3,478
+104
+3% +$102K 0.51% 42
2024
Q4 		$3.46M Buy
+3,374
New +$3.42M 0.53% 40
2024
Q3 		– Sell
-2,890
Closed -$2.28M – 367
2024
Q2 		$2.28M Buy
2,890
+191
+7% +$149K 0.39% 58
2024
Q1 		$2.25M Buy
2,699
+44
+2% +$35.4K 0.42% 56
2023
Q4 		$2.17M Buy
+2,655
New +$1.85M 0.48% 45

Other funds holding BLK

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Parkside Financial Bank & Trust
Parkside Financial Bank & Trust Saint Louis, Missouri $1.51B AUM 17.86% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Premier Path Wealth Partners's BLK Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its Blackrock (BLK) stake by 6.5% in Q3 2026, selling an estimated $223K and leaving 2,938 shares worth $3.11M. The position accounts for 0.36% of the portfolio, ranked #69.

Premier Path Wealth Partners first reported a position in BLK in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.09M in Q3 2025. 1,357 funds tracked by Wall St. Rank hold BLK as of Q3 2026.

  • Premier Path Wealth Partners held 2,938 shares of Blackrock worth $3.11M as of Q3 2026.
  • Premier Path Wealth Partners sold 204 Blackrock shares in Q3 2026, an estimated $223K.
  • Blackrock made up 0.36% of Premier Path Wealth Partners's portfolio in Q3 2026, its #69 holding.
  • Premier Path Wealth Partners first reported a position in Blackrock in Q4 2023 and has held it in 11 quarters since.
  • Premier Path Wealth Partners's Blackrock position peaked at $4.09M in Q3 2025.
  • 1,357 funds tracked by Wall St. Rank held Blackrock as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.