Root Financial Partners
BLK icon

Root Financial Partners’s Blackrock BLK Stock Holding History

Root Financial Partners’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 		$716K Buy
677
+95
+16% +$104K 0.02% 177
2026
Q2 		$559K Buy
582
+133
+30% +$138K 0.02% 179
2026
Q1 		$432K Sell
449
-106
-19% -$112K 0.02% 189
2025
Q4 		$594K Buy
555
+2
+0.4% +$2.19K 0.03% 141
2025
Q3 		$645K Buy
553
+3
+0.5% +$3.35K 0.04% 117
2025
Q2 		$577K Buy
550
+112
+26% +$106K 0.06% 111
2025
Q1 		$414K Sell
438
-72
-14% -$70.6K 0.04% 130
2024
Q4 		$523K Buy
510
+150
+42% +$152K 0.06% 109
2024
Q3 		$342K Buy
360
+10
+3% +$8.66K 0.05% 116
2024
Q2 		$275K Sell
350
-3
-0.8% -$2.34K 0.06% 97
2024
Q1 		$294K Buy
353
+58
+20% +$46.6K 0.09% 81
2023
Q4 		$239K Buy
+295
New +$206K 0.09% 71
2023
Q3 		– Sell
-553
Closed -$382K – 69
2023
Q2 		$382K Buy
553
+1
+0.2% +$670 0.23% 47
2023
Q1 		$369K Buy
+552
New +$389K 0.26% 46

Other funds holding BLK

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Root Financial Partners's BLK Position: Q3 2026 in Review

Root Financial Partners increased its Blackrock (BLK) stake by 16% in Q3 2026, buying an estimated $104K and bringing the position to 677 shares worth $716K. The position accounts for 0.02% of the portfolio, ranked #177.

Root Financial Partners first reported a position in BLK in Q1 2023 and has held it in 14 quarters since. 1,011 funds tracked by Wall St. Rank hold BLK as of Q3 2026.

  • Root Financial Partners held 677 shares of Blackrock worth $716K as of Q3 2026.
  • Root Financial Partners bought 95 Blackrock shares in Q3 2026, an estimated $104K.
  • Blackrock made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #177 holding.
  • Root Financial Partners first reported a position in Blackrock in Q1 2023 and has held it in 14 quarters since.
  • 1,011 funds tracked by Wall St. Rank held Blackrock as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.