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Sarver Vrooman Wealth Advisors’s Blackrock BLK Stock Holding History

Sarver Vrooman 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 		$79.4K Hold
75
– – 0.05% 41
2026
Q2 		$75K Hold
75
– – 0.04% 38
2026
Q1 		$72.1K Hold
75
– – 0.04% 39
2025
Q4 		$80.3K Sell
75
-3
-4% -$3.28K 0.05% 31
2025
Q3 		$90.9K Hold
78
– – 0.06% 31
2025
Q2 		$81.8K Hold
78
– – 0.05% 29
2025
Q1 		$73.8K Buy
+78
New +$76.4K 0.05% 58

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

Sarver Vrooman Wealth Advisors's BLK Position: Q3 2026 in Review

Sarver Vrooman Wealth Advisors held its Blackrock (BLK) position steady in Q3 2026 at 75 shares worth $79.4K. The position accounts for 0.05% of the portfolio, ranked #41.

Sarver Vrooman Wealth Advisors first reported a position in BLK in Q1 2025 and has held it in 7 quarters since. The position peaked at $90.9K in Q3 2025. 106 funds tracked by Wall St. Rank hold BLK as of Q3 2026.

  • Sarver Vrooman Wealth Advisors held 75 shares of Blackrock worth $79.4K as of Q3 2026.
  • Sarver Vrooman Wealth Advisors left its Blackrock share count unchanged in Q3 2026.
  • Blackrock made up 0.05% of Sarver Vrooman Wealth Advisors's portfolio in Q3 2026, its #41 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in Blackrock in Q1 2025 and has held it in 7 quarters since.
  • Sarver Vrooman Wealth Advisors's Blackrock position peaked at $90.9K in Q3 2025.
  • 106 funds tracked by Wall St. Rank held Blackrock as of Q3 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.