Sara-Bay Financial’s Blackrock BLK Stock Holding History

Sara-Bay Financial’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	$7.69M	Buy	7,997 +1	+0%	+$1.03K	2.05%	10
2026 Q1	$7.69M	Buy	7,996 +8	+0.1%	+$8.42K	2.31%	12
2025 Q4	$8.65M	Buy	7,988 +81	+1%	+$88.6K	2.59%	10
2025 Q3	$9.22M	Buy	7,907 +885	+13%	+$989K	2.58%	9
2025 Q2	$7.37M	Buy	+7,022	New	+$6.64M	2.64%	9
2024 Q4	–	Sell	-1,115	Closed	-$1.06M	–	86
2024 Q3	$1.06M	Buy	1,115 +280	+34%	+$242K	0.38%	28
2024 Q2	$657K	Buy	835 +96	+13%	+$74.9K	0.27%	45
2024 Q1	$611K	Buy	739 +262	+55%	+$210K	0.27%	45
2023 Q4	$387K	Buy	+477	New	+$333K	0.19%	63

Other funds holding BLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Sara-Bay Financial's BLK Position: Q2 2026 in Review

Sara-Bay Financial increased its Blackrock (BLK) stake by 0.01% in Q2 2026, buying an estimated $1.03K and bringing the position to 7,997 shares worth $7.69M. The position accounts for 2.05% of the portfolio, ranked #10.

Sara-Bay Financial first reported a position in BLK in Q4 2023 and has held it in 9 quarters since. The position peaked at $9.22M in Q3 2025. 711 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Sara-Bay Financial held 7,997 shares of Blackrock worth $7.69M as of Q2 2026.
Sara-Bay Financial bought 1 Blackrock share in Q2 2026, an estimated $1.03K.
Blackrock made up 2.05% of Sara-Bay Financial's portfolio in Q2 2026, its #10 holding.
Sara-Bay Financial first reported a position in Blackrock in Q4 2023 and has held it in 9 quarters since.
Sara-Bay Financial's Blackrock position peaked at $9.22M in Q3 2025.
711 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Sara-Bay Financial's 13F filing for Q2 2026, filed 17 Jul 2026.