Regal Investment Advisors’s Blackrock BLK Stock Holding History

Regal Investment Advisors’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 Q2	$489K	Sell	508 -9	-2%	-$9.31K	0.03%	472
2026 Q1	$497K	Buy	517 +1	+0.2%	+$1.05K	0.03%	433
2025 Q4	$553K	Sell	516 -7	-1%	-$7.65K	0.03%	399
2025 Q3	$610K	Buy	523 +15	+3%	+$16.8K	0.04%	346
2025 Q2	$533K	Sell	508 -11	-2%	-$10.4K	0.04%	336
2025 Q1	$491K	Sell	519 -8	-2%	-$7.84K	0.04%	330
2024 Q4	$540K	Sell	527 -77	-13%	-$78.1K	0.04%	311
2024 Q3	$574K	Sell	604 -1	-0.2%	-$865	0.04%	328
2024 Q2	$476K	Hold	605	–	–	0.03%	369
2024 Q1	$504K	Buy	605 +70	+13%	+$56.2K	0.03%	362
2023 Q4	$434K	Sell	535 -14	-3%	-$9.77K	0.03%	356
2023 Q3	$355K	Sell	549 -25	-4%	-$17.5K	0.03%	356
2023 Q2	$397K	Sell	574 -13	-2%	-$8.71K	0.03%	335
2023 Q1	$393K	Buy	587 +7	+1%	+$4.93K	0.03%	334
2022 Q4	$411K	Buy	580 +21	+4%	+$14K	0.04%	314
2022 Q3	$308K	Sell	559 -1,459	-72%	-$955K	0.03%	359
2022 Q2	$1.23M	Buy	2,018 +14	+0.7%	+$9.12K	0.13%	163
2022 Q1	$1.53M	Sell	2,004 -6	-0.3%	-$4.69K	0.14%	149
2021 Q4	$1.84M	Sell	2,010 -325	-14%	-$297K	0.16%	133
2021 Q3	$1.96M	Buy	2,335 +449	+24%	+$402K	0.19%	129
2021 Q2	$1.65M	Buy	+1,886	New	+$1.59M	0.17%	142
2021 Q1	–	Sell	-2,900	Closed	-$2.09M	–	64
2020 Q4	$2.09M	Buy	+2,900	New	+$1.92M	0.24%	108
2020 Q1	–	Sell	-4,672	Closed	-$2.35M	–	52
2019 Q4	$2.35M	Sell	4,672 -136	-3%	-$64.5K	0.42%	70
2019 Q3	$2.14M	Sell	4,808 -242	-5%	-$108K	0.42%	78
2019 Q2	$2.37M	Buy	5,050 +16	+0.3%	+$7.24K	0.46%	63
2019 Q1	$2.15M	Buy	5,034 +270	+6%	+$113K	0.44%	70
2018 Q4	$1.87M	Buy	+4,764	New	+$1.95M	0.41%	73
2018 Q2	–	Sell	-4,604	Closed	-$2.49M	–	261
2018 Q1	$2.49M	Sell	4,604 -248	-5%	-$136K	0.55%	49
2017 Q4	$2.49M	Sell	4,852 -246	-5%	-$120K	0.56%	51
2017 Q3	$2.28M	Sell	5,098 -647	-11%	-$276K	0.53%	58
2017 Q2	$2.43M	Buy	+5,745	New	+$2.29M	0.6%	54
2015 Q4	–	Sell	-9,542	Closed	-$2.84M	–	334
2015 Q3	$2.84M	Buy	9,542 +759	+9%	+$245K	0.74%	41
2015 Q2	$3.04M	Buy	8,783 +514	+6%	+$187K	0.82%	37
2015 Q1	$3.02M	Buy	8,269 +878	+12%	+$318K	0.75%	36
2014 Q4	$2.64M	Buy	7,391 +174	+2%	+$59.5K	0.71%	42
2014 Q3	$2.37M	Buy	7,217 +386	+6%	+$124K	0.72%	46
2014 Q2	$2.18M	Buy	+6,831	New	+$2.09M	0.78%	45

Other funds holding BLK

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Regal Investment Advisors's BLK Position: Q2 2026 in Review

Regal Investment Advisors reduced its Blackrock (BLK) stake by 1.7% in Q2 2026, selling an estimated $9.31K and leaving 508 shares worth $489K. The position accounts for 0.03% of the portfolio, ranked #472.

Regal Investment Advisors first reported a position in BLK in Q2 2014 and has held it in 37 quarters since. The position peaked at $3.04M in Q2 2015. 2,324 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Regal Investment Advisors held 508 shares of Blackrock worth $489K as of Q2 2026.
Regal Investment Advisors sold 9 Blackrock shares in Q2 2026, an estimated $9.31K.
Blackrock made up 0.03% of Regal Investment Advisors's portfolio in Q2 2026, its #472 holding.
Regal Investment Advisors first reported a position in Blackrock in Q2 2014 and has held it in 37 quarters since.
Regal Investment Advisors's Blackrock position peaked at $3.04M in Q2 2015.
2,324 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.