Quantum Financial Planning Services
BLK icon

Quantum Financial Planning Services’s Blackrock BLK Stock Holding History

Quantum Financial Planning Services’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 		$217K Buy
+205
New +$224K 0.06% 53
2026
Q1 		– Sell
-201
Closed -$216K – 55
2025
Q4 		$216K Sell
201
-114
-36% -$125K 0.08% 50
2025
Q3 		$368K Hold
315
– – 0.15% 30
2025
Q2 		$330K Sell
315
-50
-14% -$47.3K 0.16% 29
2025
Q1 		$345K Buy
365
+53
+17% +$51.9K 0.19% 23
2024
Q4 		$320K Buy
+312
New +$317K 0.18% 25

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DekaBank Deutsche Girozentrale
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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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Quantum Financial Planning Services's BLK Position: Q3 2026 in Review

Quantum Financial Planning Services opened a new position in Blackrock (BLK) in Q3 2026: 205 shares worth $217K. The stake represents 0.06% of the portfolio and ranks #53 among its holdings. This is a return to the name: Quantum Financial Planning Services previously reported a position in BLK as recently as Q4 2025.

Quantum Financial Planning Services first reported a position in BLK in Q4 2024 and has held it in 6 quarters since. The position peaked at $368K in Q3 2025. 1,099 funds tracked by Wall St. Rank hold BLK as of Q3 2026.

  • Quantum Financial Planning Services held 205 shares of Blackrock worth $217K as of Q3 2026.
  • Blackrock was a new Quantum Financial Planning Services position in Q3 2026.
  • Blackrock made up 0.06% of Quantum Financial Planning Services's portfolio in Q3 2026, its #53 holding.
  • Quantum Financial Planning Services first reported a position in Blackrock in Q4 2024 and has held it in 6 quarters since.
  • Quantum Financial Planning Services's Blackrock position peaked at $368K in Q3 2025.
  • 1,099 funds tracked by Wall St. Rank held Blackrock as of Q3 2026.

Based on Quantum Financial Planning Services's 13F filing for Q3 2026, filed 14 Oct 2026.