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Shepherd Financial Partners’s Blackrock BLK Stock Holding History

Shepherd 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 		$4.79M Sell
4,976
-46
-0.9% -$48.4K 0.45% 45
2025
Q4 		$5.38M Sell
5,022
-5
-0.1% -$5.47K 0.5% 42
2025
Q3 		$5.86M Buy
5,027
+15
+0.3% +$16.8K 0.56% 41
2025
Q2 		$5.26M Buy
5,012
+57
+1% +$53.9K 0.56% 40
2025
Q1 		$4.69M Buy
4,955
+131
+3% +$128K 0.55% 39
2024
Q4 		$4.95M Buy
4,824
+58
+1% +$58.9K 0.59% 29
2024
Q3 		$4.52M Buy
4,766
+102
+2% +$88.3K 0.54% 33
2024
Q2 		$3.67M Buy
4,664
+46
+1% +$35.9K 0.47% 36
2024
Q1 		$3.85M Buy
4,618
+116
+3% +$93.2K 0.5% 34
2023
Q4 		$3.65M Buy
4,502
+37
+0.8% +$25.8K 0.52% 33
2023
Q3 		$2.89M Buy
4,465
+174
+4% +$122K 0.45% 42
2023
Q2 		$2.97M Buy
4,291
+210
+5% +$141K 0.46% 38
2023
Q1 		$2.73M Sell
4,081
-22
-0.5% -$15.5K 0.46% 40
2022
Q4 		$2.91M Buy
4,103
+37
+0.9% +$24.7K 0.53% 37
2022
Q3 		$2.24M Buy
4,066
+270
+7% +$177K 0.44% 45
2022
Q2 		$2.31M Buy
3,796
+284
+8% +$185K 0.45% 41
2022
Q1 		$2.7M Buy
3,512
+1,173
+50% +$916K 0.48% 38
2021
Q4 		$2.14M Buy
2,339
+115
+5% +$105K 0.37% 52
2021
Q3 		$1.87M Buy
2,224
+1
+0% +$896 0.36% 57
2021
Q2 		$1.95M Buy
2,223
+7
+0.3% +$5.91K 0.37% 55
2021
Q1 		$1.67M Buy
2,216
+188
+9% +$136K 0.37% 60
2020
Q4 		$1.46M Buy
2,028
+133
+7% +$88.2K 0.33% 69
2020
Q3 		$1.07M Sell
1,895
-5
-0.3% -$2.85K 0.25% 74
2020
Q2 		$1.03M Buy
1,900
+45
+2% +$22.7K 0.28% 61
2020
Q1 		$816K Buy
+1,855
New +$914K 0.28% 59

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

Shepherd Financial Partners's BLK Position: Q1 2026 in Review

Shepherd Financial Partners reduced its Blackrock (BLK) stake by 0.92% in Q1 2026, selling an estimated $48.4K and leaving 4,976 shares worth $4.79M. The position accounts for 0.45% of the portfolio, ranked #45.

Shepherd Financial Partners first reported a position in BLK in Q1 2020 and has held it in 25 quarters since. The position peaked at $5.86M in Q3 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Shepherd Financial Partners held 4,976 shares of Blackrock worth $4.79M as of Q1 2026.
  • Shepherd Financial Partners sold 46 Blackrock shares in Q1 2026, an estimated $48.4K.
  • Blackrock made up 0.45% of Shepherd Financial Partners's portfolio in Q1 2026, its #45 holding.
  • Shepherd Financial Partners first reported a position in Blackrock in Q1 2020 and has held it in 25 quarters since.
  • Shepherd Financial Partners's Blackrock position peaked at $5.86M in Q3 2025.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.