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 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%	+$8.65K	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

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

Root Financial Partners's BLK Position: Q2 2026 in Review

Root Financial Partners increased its Blackrock (BLK) stake by 30% in Q2 2026, buying an estimated $138K and bringing the position to 582 shares worth $559K. The position accounts for 0.02% of the portfolio, ranked #179.

Root Financial Partners first reported a position in BLK in Q1 2023 and has held it in 13 quarters since. The position peaked at $645K in Q3 2025. 2,329 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Root Financial Partners held 582 shares of Blackrock worth $559K as of Q2 2026.
Root Financial Partners bought 133 Blackrock shares in Q2 2026, an estimated $138K.
Blackrock made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #179 holding.
Root Financial Partners first reported a position in Blackrock in Q1 2023 and has held it in 13 quarters since.
Root Financial Partners's Blackrock position peaked at $645K in Q3 2025.
2,329 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.