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Rhodes Investment Advisors’s Blackrock BLK Stock Holding History

Rhodes 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
Q3 		$827K Buy
781
+35
+5% +$38.2K 0.59% 48
2026
Q2 		$717K Sell
746
-9
-1% -$9.31K 0.53% 57
2026
Q1 		$726K Buy
755
+7
+0.9% +$7.37K 0.63% 49
2025
Q4 		$801K Buy
+748
New +$818K 0.65% 47

Other funds holding BLK

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Rhodes Investment Advisors's BLK Position: Q3 2026 in Review

Rhodes Investment Advisors increased its Blackrock (BLK) stake by 4.7% in Q3 2026, buying an estimated $38.2K and bringing the position to 781 shares worth $827K. The position accounts for 0.59% of the portfolio, ranked #48.

Rhodes Investment Advisors first reported a position in BLK in Q4 2025 and has held it in 4 quarters since. 90 funds tracked by Wall St. Rank hold BLK as of Q3 2026.

  • Rhodes Investment Advisors held 781 shares of Blackrock worth $827K as of Q3 2026.
  • Rhodes Investment Advisors bought 35 Blackrock shares in Q3 2026, an estimated $38.2K.
  • Blackrock made up 0.59% of Rhodes Investment Advisors's portfolio in Q3 2026, its #48 holding.
  • Rhodes Investment Advisors first reported a position in Blackrock in Q4 2025 and has held it in 4 quarters since.
  • 90 funds tracked by Wall St. Rank held Blackrock as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.