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Signature Wealth Management Group’s Blackrock BLK Stock Holding History

Signature Wealth Management 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
Q1 		$699K Sell
727
-1,577
-68% -$1.66M 0.27% 81
2025
Q4 		$2.47M Sell
2,304
-25
-1% -$27.3K 1.01% 44
2025
Q3 		$2.72M Sell
2,329
-23
-1% -$25.7K 1.05% 38
2025
Q2 		$2.47M Buy
2,352
+5
+0.2% +$4.73K 0.97% 43
2025
Q1 		$2.22M Buy
2,347
+34
+1% +$33.3K 0.87% 43
2024
Q4 		$2.37M Buy
2,313
+86
+4% +$87.3K 0.95% 42
2024
Q3 		$2.11M Buy
2,227
+31
+1% +$26.8K 0.85% 44
2024
Q2 		$1.73M Buy
2,196
+67
+3% +$52.3K 0.76% 54
2024
Q1 		$1.6M Buy
2,129
+119
+6% +$95.6K 0.73% 50
2023
Q4 		$1.63M Buy
+2,010
New +$1.4M 0.75% 46
2023
Q2 		$1.23M Sell
1,779
-52
-3% -$34.8K 0.57% 61
2023
Q1 		$1.23M Sell
1,831
-106
-5% -$74.7K 0.58% 62
2022
Q4 		$1.37M Sell
1,937
-1,259
-39% -$841K 0.67% 51
2022
Q3 		$1.76M Sell
3,196
-103
-3% -$67.4K 0.89% 47
2022
Q2 		$2.01M Buy
3,299
+1,613
+96% +$1.05M 0.98% 46
2022
Q1 		$1.29M Buy
1,686
+438
+35% +$342K 0.58% 62
2021
Q4 		$1.14M Buy
1,248
+59
+5% +$53.8K 0.58% 58
2021
Q3 		$997K Buy
1,189
+101
+9% +$90.5K 0.55% 60
2021
Q2 		$952K Sell
1,088
-2
-0.2% -$1.69K 0.53% 62
2021
Q1 		$822K Sell
1,090
-633
-37% -$459K 0.48% 61
2020
Q4 		$1.24M Buy
1,723
+217
+14% +$144K 0.78% 47
2020
Q3 		$849K Sell
1,506
-14
-0.9% -$7.99K 0.61% 54
2020
Q2 		$827K Buy
1,520
+78
+5% +$39.4K 0.63% 50
2020
Q1 		$634K Buy
1,442
+100
+7% +$49.3K 0.56% 53
2019
Q4 		$675K Buy
1,342
+38
+3% +$18K 0.43% 64
2019
Q3 		$581K Sell
1,304
-79
-6% -$35.2K 0.38% 62
2019
Q2 		$662K Buy
1,383
+55
+4% +$24.9K 0.44% 55
2019
Q1 		$568K Buy
1,328
+100
+8% +$42K 0.4% 59
2018
Q4 		$482K Buy
1,228
+35
+3% +$14.3K 0.37% 61
2018
Q3 		$466K Buy
1,193
+382
+47% +$186K 0.35% 61
2018
Q2 		$405K Buy
+811
New +$429K 0.3% 59

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Signature Wealth Management Group's BLK Position: Q1 2026 in Review

Signature Wealth Management Group reduced its Blackrock (BLK) stake by 68% in Q1 2026, selling an estimated $1.66M and leaving 727 shares worth $699K. The position accounts for 0.27% of the portfolio, ranked #81.

Signature Wealth Management Group first reported a position in BLK in Q2 2018 and has held it in 31 quarters since. The position peaked at $2.72M in Q3 2025. 2,334 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Signature Wealth Management Group held 727 shares of Blackrock worth $699K as of Q1 2026.
  • Signature Wealth Management Group sold 1,577 Blackrock shares in Q1 2026, an estimated $1.66M.
  • Blackrock made up 0.27% of Signature Wealth Management Group's portfolio in Q1 2026, its #81 holding.
  • Signature Wealth Management Group first reported a position in Blackrock in Q2 2018 and has held it in 31 quarters since.
  • Signature Wealth Management Group's Blackrock position peaked at $2.72M in Q3 2025.
  • 2,334 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.