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Regent Peak Wealth Advisors’s Blackrock BLK Stock Holding History

Regent Peak Wealth 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 		$486K Buy
505
+4
+0.8% +$4.14K 0.09% 100
2026
Q1 		$482K Buy
501
+7
+1% +$7.37K 0.1% 90
2025
Q4 		$529K Buy
494
+5
+1% +$5.47K 0.1% 85
2025
Q3 		$570K Buy
+489
New +$547K 0.11% 81
2025
Q1 		$460K Buy
486
+5
+1% +$4.9K 0.11% 87
2024
Q4 		$493K Buy
+481
New +$488K 0.11% 88
2024
Q3 		– Sell
-481
Closed -$379K – 180
2024
Q2 		$379K Buy
481
+7
+1% +$5.46K 0.09% 107
2024
Q1 		$395K Buy
474
+2
+0.4% +$1.61K 0.1% 99
2023
Q4 		$383K Buy
472
+4
+0.9% +$2.79K 0.1% 98
2023
Q3 		$303K Buy
468
+4
+0.9% +$2.79K 0.09% 110
2023
Q2 		$321K Buy
464
+11
+2% +$7.37K 0.09% 101
2023
Q1 		$303K Sell
453
-6
-1% -$4.23K 0.09% 106
2022
Q4 		$325K Buy
459
+3
+0.7% +$2K 0.11% 110
2022
Q3 		$250K Sell
456
-35
-7% -$22.9K 0.09% 126
2022
Q2 		$299K Buy
491
+17
+4% +$11.1K 0.1% 118
2022
Q1 		$362K Buy
474
+22
+5% +$17.2K 0.1% 112
2021
Q4 		$414K Buy
452
+12
+3% +$11K 0.11% 103
2021
Q3 		$369K Buy
440
+2
+0.5% +$1.79K 0.11% 110
2021
Q2 		$380K Sell
438
-37
-8% -$31.3K 0.11% 110
2021
Q1 		$358K Buy
475
+12
+3% +$8.71K 0.12% 104
2020
Q4 		$334K Buy
463
+83
+22% +$55K 0.11% 103
2020
Q3 		$214K Sell
380
-5
-1% -$2.85K 0.09% 120
2020
Q2 		$209K Buy
+385
New +$194K 0.09% 114

Other funds holding BLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Regent Peak Wealth Advisors's BLK Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Blackrock (BLK) stake by 0.8% in Q2 2026, buying an estimated $4.14K and bringing the position to 505 shares worth $486K. The position accounts for 0.09% of the portfolio, ranked #100.

Regent Peak Wealth Advisors first reported a position in BLK in Q2 2020 and has held it in 23 quarters since. The position peaked at $570K in Q3 2025. 497 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Regent Peak Wealth Advisors held 505 shares of Blackrock worth $486K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 4 Blackrock shares in Q2 2026, an estimated $4.14K.
  • Blackrock made up 0.09% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #100 holding.
  • Regent Peak Wealth Advisors first reported a position in Blackrock in Q2 2020 and has held it in 23 quarters since.
  • Regent Peak Wealth Advisors's Blackrock position peaked at $570K in Q3 2025.
  • 497 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.