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Shum Financial Group’s Blackrock BLK Stock Holding History

Shum Financial Group’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 		$2.1M Buy
2,188
+8
+0.4% +$8.27K 1.27% 24
2026
Q1 		$2.1M Sell
2,180
-3
-0.1% -$3.16K 1.48% 21
2025
Q4 		$2.34M Buy
2,183
+9
+0.4% +$9.84K 1.68% 21
2025
Q3 		$2.53M Buy
+2,174
New +$2.43M 1.89% 17
2025
Q1 		$2.06M Buy
2,173
+32
+1% +$31.4K 1.78% 17
2024
Q4 		$2.19M Sell
2,141
-10
-0.5% -$10.1K 1.9% 16
2024
Q3 		$2.18M Buy
+2,151
New +$1.86M 1.82% 17

Other funds holding BLK

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Shum Financial Group's BLK Position: Q2 2026 in Review

Shum Financial Group increased its Blackrock (BLK) stake by 0.37% in Q2 2026, buying an estimated $8.27K and bringing the position to 2,188 shares worth $2.1M. The position accounts for 1.27% of the portfolio, ranked #24.

Shum Financial Group first reported a position in BLK in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.53M in Q3 2025. 1,371 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Shum Financial Group held 2,188 shares of Blackrock worth $2.1M as of Q2 2026.
  • Shum Financial Group bought 8 Blackrock shares in Q2 2026, an estimated $8.27K.
  • Blackrock made up 1.27% of Shum Financial Group's portfolio in Q2 2026, its #24 holding.
  • Shum Financial Group first reported a position in Blackrock in Q3 2024 and has held it in 7 quarters since.
  • Shum Financial Group's Blackrock position peaked at $2.53M in Q3 2025.
  • 1,371 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.