River Wealth Advisors
BLK icon

River Wealth Advisors’s Blackrock BLK Stock Holding History

River 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
Q3 		$6.03M Sell
5,699
-3,149
-36% -$3.44M 0.65% 36
2026
Q2 		$8.51M Buy
8,848
+79
+0.9% +$81.7K 0.89% 27
2026
Q1 		$8.43M Buy
8,769
+505
+6% +$531K 0.97% 29
2025
Q4 		$8.84M Buy
8,264
+1,059
+15% +$1.16M 0.99% 27
2025
Q3 		$8.4M Buy
7,205
+367
+5% +$410K 0.98% 26
2025
Q2 		$7.17M Buy
6,838
+645
+10% +$610K 0.89% 30
2025
Q1 		$5.86M Buy
6,193
+534
+9% +$523K 0.81% 35
2024
Q4 		$5.8M Buy
5,659
+912
+19% +$926K 0.77% 36
2024
Q3 		$4.51M Buy
4,747
+457
+11% +$396K 0.6% 45
2024
Q2 		$3.38M Buy
4,290
+363
+9% +$283K 0.48% 57
2024
Q1 		$3.27M Buy
3,927
+484
+14% +$389K 0.48% 60
2023
Q4 		$2.79M Buy
3,443
+350
+11% +$244K 0.45% 61
2023
Q3 		$2M Buy
3,093
+409
+15% +$286K 0.36% 74
2023
Q2 		$1.85M Buy
2,684
+256
+11% +$171K 0.31% 83
2023
Q1 		$1.62M Buy
2,428
+651
+37% +$459K 0.3% 84
2022
Q4 		$1.26M Buy
1,777
+264
+17% +$176K 0.24% 96
2022
Q3 		$833K Buy
1,513
+292
+24% +$191K 0.18% 114
2022
Q2 		$744K Buy
1,221
+765
+168% +$498K 0.14% 125
2022
Q1 		$349K Buy
+456
New +$356K 0.06% 174
2019
Q1 		– Sell
-96
Closed -$38K – 184
2018
Q4 		$38K Sell
96
-21
-18% -$8.6K 0.02% 271
2018
Q3 		$55K Sell
117
-45
-28% -$21.9K 0.02% 270
2018
Q2 		$81K Buy
+162
New +$85.6K 0.03% 220

Other funds holding BLK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

River Wealth Advisors's BLK Position: Q3 2026 in Review

River Wealth Advisors reduced its Blackrock (BLK) stake by 36% in Q3 2026, selling an estimated $3.44M and leaving 5,699 shares worth $6.03M. The position accounts for 0.65% of the portfolio, ranked #36.

River Wealth Advisors first reported a position in BLK in Q2 2018 and has held it in 22 quarters since. The position peaked at $8.84M in Q4 2025. 2,133 funds tracked by Wall St. Rank hold BLK as of Q3 2026.

  • River Wealth Advisors held 5,699 shares of Blackrock worth $6.03M as of Q3 2026.
  • River Wealth Advisors sold 3,149 Blackrock shares in Q3 2026, an estimated $3.44M.
  • Blackrock made up 0.65% of River Wealth Advisors's portfolio in Q3 2026, its #36 holding.
  • River Wealth Advisors first reported a position in Blackrock in Q2 2018 and has held it in 22 quarters since.
  • River Wealth Advisors's Blackrock position peaked at $8.84M in Q4 2025.
  • 2,133 funds tracked by Wall St. Rank held Blackrock as of Q3 2026.

Based on River Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.