SHFP
BLK icon

Second Half Financial Partners’s Blackrock BLK Stock Holding History

Second Half 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
Q1 		– Sell
-191
Closed -$204K – 102
2025
Q4 		$204K Buy
191
+12
+7% +$13.1K 0.09% 97
2025
Q3 		$209K Buy
+179
New +$200K 0.09% 94
2024
Q4 		– Sell
-4,845
Closed -$4.6M – 97
2024
Q3 		$4.6M Sell
4,845
-3,859
-44% -$3.34M 2.44% 9
2024
Q2 		$6.85M Sell
8,704
-272
-3% -$212K 5.49% 5
2024
Q1 		$7.48M Sell
8,976
-133
-1% -$107K 3.33% 5
2023
Q4 		$7.39M Sell
9,109
-12
-0.1% -$8.38K 3.65% 6
2023
Q3 		$5.9M Buy
9,121
+407
+5% +$284K 2.94% 6
2023
Q2 		$6.02M Sell
8,714
-59
-0.7% -$39.5K 1.38% 16
2023
Q1 		$5.87M Sell
8,773
-69
-0.8% -$48.6K 3.48% 5
2022
Q4 		$6.71M Buy
8,842
+576
+7% +$385K 4.38% 4
2022
Q3 		$4.55M Buy
+8,266
New +$5.41M 5.66% 4

Other funds holding BLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Second Half Financial Partners's BLK Position: Q1 2026 in Review

Second Half Financial Partners sold out of Blackrock (BLK) in Q1 2026, closing a stake of 191 shares — an estimated $204K sold.

Second Half Financial Partners first reported a position in BLK in Q3 2022 and held it in 11 quarters. The position peaked at $7.48M in Q1 2024. 2,319 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Second Half Financial Partners reported no remaining Blackrock position as of Q1 2026 after selling out during the quarter.
  • Second Half Financial Partners sold 191 Blackrock shares in Q1 2026, an estimated $204K.
  • Second Half Financial Partners first reported a position in Blackrock in Q3 2022 and held it in 11 quarters.
  • Second Half Financial Partners's Blackrock position peaked at $7.48M in Q1 2024.
  • 2,319 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Second Half Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.