SFG
BLK icon

Sovereign Financial Group’s Blackrock BLK Stock Holding History

Sovereign 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 		$466K Sell
484
-10
-2% -$10.3K 0.07% 231
2026
Q1 		$475K Buy
494
+3
+0.6% +$3.16K 0.08% 216
2025
Q4 		$525K Buy
491
+44
+10% +$48.1K 0.09% 186
2025
Q3 		$521K Buy
447
+16
+4% +$17.9K 0.1% 180
2025
Q2 		$452K Buy
431
+51
+13% +$48.2K 0.09% 186
2025
Q1 		$360K Buy
380
+58
+18% +$56.8K 0.08% 209
2024
Q4 		$330K Sell
322
-4
-1% -$4.06K 0.08% 223
2024
Q3 		$309K Buy
326
+63
+24% +$54.5K 0.07% 222
2024
Q2 		$207K Buy
263
+11
+4% +$8.58K 0.05% 265
2024
Q1 		$210K Buy
+252
New +$202K 0.06% 268

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

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

Sovereign Financial Group reduced its Blackrock (BLK) stake by 2% in Q2 2026, selling an estimated $10.3K and leaving 484 shares worth $466K. The position accounts for 0.07% of the portfolio, ranked #231.

Sovereign Financial Group first reported a position in BLK in Q1 2024 and has held it in 10 quarters since. The position peaked at $525K in Q4 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Sovereign Financial Group held 484 shares of Blackrock worth $466K as of Q2 2026.
  • Sovereign Financial Group sold 10 Blackrock shares in Q2 2026, an estimated $10.3K.
  • Blackrock made up 0.07% of Sovereign Financial Group's portfolio in Q2 2026, its #231 holding.
  • Sovereign Financial Group first reported a position in Blackrock in Q1 2024 and has held it in 10 quarters since.
  • Sovereign Financial Group's Blackrock position peaked at $525K in Q4 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.