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SFMG Wealth Advisors’s Blackrock BLK Stock Holding History

SFMG 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
Q2 		$5.27M Sell
5,476
-66
-1% -$68.3K 0.32% 42
2026
Q1 		$5.33M Sell
5,542
-117
-2% -$123K 0.36% 38
2025
Q4 		$6.06M Buy
5,659
+203
+4% +$222K 0.41% 35
2025
Q3 		$6.36M Buy
5,456
+81
+2% +$90.6K 0.44% 34
2025
Q2 		$5.64M Buy
5,375
+183
+4% +$173K 0.42% 38
2025
Q1 		$4.91M Buy
5,192
+205
+4% +$201K 0.39% 39
2024
Q4 		$5.11M Sell
4,987
-61
-1% -$61.9K 0.4% 38
2024
Q3 		$4.79M Buy
5,048
+84
+2% +$72.7K 0.39% 35
2024
Q2 		$3.91M Buy
4,964
+101
+2% +$78.8K 0.34% 41
2024
Q1 		$4.05M Buy
4,863
+89
+2% +$71.5K 0.35% 42
2023
Q4 		$3.88M Buy
4,774
+106
+2% +$74K 0.36% 37
2023
Q3 		$3.02M Buy
4,668
+271
+6% +$189K 0.31% 44
2023
Q2 		$3.04M Buy
4,397
+112
+3% +$75K 0.31% 46
2023
Q1 		$2.87M Buy
4,285
+345
+9% +$243K 0.31% 47
2022
Q4 		$2.79M Sell
3,940
-149
-4% -$99.5K 0.31% 47
2022
Q3 		$2.17M Buy
4,089
+564
+16% +$369K 0.25% 56
2022
Q2 		$2.15M Buy
3,525
+513
+17% +$334K 0.25% 54
2022
Q1 		$2.3M Buy
3,012
+596
+25% +$466K 0.23% 59
2021
Q4 		$2.21M Buy
2,416
+80
+3% +$73K 0.22% 61
2021
Q3 		$1.96M Buy
2,336
+536
+30% +$480K 0.22% 62
2021
Q2 		$1.57M Buy
1,800
+104
+6% +$87.8K 0.17% 67
2021
Q1 		$1.28M Buy
1,696
+149
+10% +$108K 0.15% 72
2020
Q4 		$1.12M Buy
1,547
+188
+14% +$125K 0.14% 71
2020
Q3 		$766K Buy
1,359
+56
+4% +$32K 0.11% 83
2020
Q2 		$709K Buy
+1,303
New +$658K 0.1% 72

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SFMG Wealth Advisors's BLK Position: Q2 2026 in Review

SFMG Wealth Advisors reduced its Blackrock (BLK) stake by 1.2% in Q2 2026, selling an estimated $68.3K and leaving 5,476 shares worth $5.27M. The position accounts for 0.32% of the portfolio, ranked #42.

SFMG Wealth Advisors first reported a position in BLK in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.36M in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • SFMG Wealth Advisors held 5,476 shares of Blackrock worth $5.27M as of Q2 2026.
  • SFMG Wealth Advisors sold 66 Blackrock shares in Q2 2026, an estimated $68.3K.
  • Blackrock made up 0.32% of SFMG Wealth Advisors's portfolio in Q2 2026, its #42 holding.
  • SFMG Wealth Advisors first reported a position in Blackrock in Q2 2020 and has held it in 25 quarters since.
  • SFMG Wealth Advisors's Blackrock position peaked at $6.36M in Q3 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.