Signature Estate & Investment Advisors’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$16.9M Sell
17,621
-101
-0.6% -$104K 0.3% 47
2026
Q1
$17M Sell
17,722
-3,131
-15% -$3.29M 0.35% 46
2025
Q4
$22.3M Buy
20,853
+491
+2% +$537K 0.45% 35
2025
Q3
$23.7M Buy
20,362
+166
+0.8% +$186K 0.51% 33
2025
Q2
$21.2M Hold
20,196
0.49% 33
2025
Q1
$19.1M Sell
20,196
-5,759
-22% -$5.64M 0.5% 33
2024
Q4
$26.6M Buy
25,955
+1,690
+7% +$1.72M 0.67% 31
2024
Q3
$23M Buy
24,265
+3,511
+17% +$3.04M 0.53% 35
2024
Q2
$16.3M Buy
20,754
+1,565
+8% +$1.22M 0.41% 41
2024
Q1
$16M Buy
19,189
+443
+2% +$356K 0.45% 37
2023
Q4
$15.2M Buy
18,746
+906
+5% +$632K 0.45% 37
2023
Q3
$11.5M Buy
17,840
+848
+5% +$592K 0.39% 39
2023
Q2
$11.7M Buy
16,992
+1,253
+8% +$839K 0.39% 41
2023
Q1
$10.5M Buy
15,739
+2,019
+15% +$1.42M 0.37% 41
2022
Q4
$9.72M Buy
+13,720
New +$9.16M 0.35% 46
2013
Q4
Sell
-1,000
Closed -$271K 57
2013
Q3
$271K Hold
1,000
0.16% 48
2013
Q2
$257K Buy
+1,000
New +$268K 0.18% 39

Other funds holding BLK

Signature Estate & Investment Advisors's BLK Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Blackrock (BLK) stake by 0.57% in Q2 2026, selling an estimated $104K and leaving 17,621 shares worth $16.9M. The position accounts for 0.3% of the portfolio, ranked #47.

Signature Estate & Investment Advisors first reported a position in BLK in Q2 2013 and has held it in 17 quarters since. The position peaked at $26.6M in Q4 2024. 1,580 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Signature Estate & Investment Advisors held 17,621 shares of Blackrock worth $16.9M as of Q2 2026.
  • Signature Estate & Investment Advisors sold 101 Blackrock shares in Q2 2026, an estimated $104K.
  • Blackrock made up 0.3% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #47 holding.
  • Signature Estate & Investment Advisors first reported a position in Blackrock in Q2 2013 and has held it in 17 quarters since.
  • Signature Estate & Investment Advisors's Blackrock position peaked at $26.6M in Q4 2024.
  • 1,580 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.