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Sowell Financial Services’s Blackrock BLK Stock Holding History

Sowell Financial Services’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 		$608K Sell
632
-3
-0.5% -$3.1K 0.02% 587
2026
Q1 		$611K Sell
635
-279
-31% -$294K 0.02% 577
2025
Q4 		$978K Sell
914
-20
-2% -$21.9K 0.04% 447
2025
Q3 		$1.09M Buy
934
+65
+7% +$72.7K 0.04% 401
2025
Q2 		$912K Buy
869
+53
+6% +$50.1K 0.04% 437
2025
Q1 		$772K Buy
+816
New +$800K 0.04% 464
2023
Q2 		– Sell
-1,433
Closed -$959K – 585
2023
Q1 		$959K Buy
+1,433
New +$1.01M 0.07% 302
2021
Q2 		– Sell
-1,043
Closed -$904K – 792
2021
Q1 		$904K Buy
1,043
+191
+22% +$139K 0.03% 440
2020
Q4 		$615K Buy
852
+243
+40% +$161K 0.03% 457
2020
Q3 		$343K Buy
609
+137
+29% +$78.2K 0.02% 570
2020
Q2 		$257K Buy
472
+65
+16% +$32.8K 0.01% 637
2020
Q1 		$179K Buy
407
+11
+3% +$5.42K 0.01% 676
2019
Q4 		$199K Sell
396
-81
-17% -$38.4K 0.02% 714
2019
Q3 		$213K Buy
+477
New +$212K 0.02% 622
2019
Q1 		$202K Buy
+473
New +$198K 0.02% 522
2017
Q1 		– Sell
-24
Closed -$9K – 288
2016
Q4 		$9K Buy
+24
New +$8.8K ﹤0.01% 487

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

Sowell Financial Services's BLK Position: Q2 2026 in Review

Sowell Financial Services reduced its Blackrock (BLK) stake by 0.47% in Q2 2026, selling an estimated $3.1K and leaving 632 shares worth $608K. The position accounts for 0.02% of the portfolio, ranked #587.

Sowell Financial Services first reported a position in BLK in Q4 2016 and has held it in 16 quarters since. The position peaked at $1.09M in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Sowell Financial Services held 632 shares of Blackrock worth $608K as of Q2 2026.
  • Sowell Financial Services sold 3 Blackrock shares in Q2 2026, an estimated $3.1K.
  • Blackrock made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #587 holding.
  • Sowell Financial Services first reported a position in Blackrock in Q4 2016 and has held it in 16 quarters since.
  • Sowell Financial Services's Blackrock position peaked at $1.09M in Q3 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.