Spinnaker Trust’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$8.56M Sell
8,903
-56
-0.6% -$58.9K 0.47% 51
2025
Q4
$9.59M Buy
8,959
+94
+1% +$103K 0.51% 44
2025
Q3
$10.3M Sell
8,865
-49
-0.5% -$54.8K 0.57% 40
2025
Q2
$9.35M Buy
8,914
+130
+1% +$123K 0.56% 43
2025
Q1
$8.31M Sell
8,784
-670
-7% -$657K 0.54% 42
2024
Q4
$9.69M Sell
9,454
-218
-2% -$221K 0.61% 37
2024
Q3
$9.18M Sell
9,672
-307
-3% -$266K 0.57% 40
2024
Q2
$7.86M Sell
9,979
-89
-0.9% -$69.4K 0.5% 45
2024
Q1
$8.39M Buy
10,068
+16
+0.2% +$12.9K 0.54% 42
2023
Q4
$8.16M Buy
10,052
+179
+2% +$125K 0.56% 40
2023
Q3
$6.38M Sell
9,873
-489
-5% -$342K 0.48% 50
2023
Q2
$7.16M Sell
10,362
-2,692
-21% -$1.8M 0.52% 47
2023
Q1
$8.73M Buy
13,054
+156
+1% +$110K 0.66% 36
2022
Q4
$9.14M Buy
12,898
+189
+1% +$126K 0.71% 32
2022
Q3
$6.99M Buy
12,709
+108
+0.9% +$70.7K 0.58% 43
2022
Q2
$7.67M Buy
12,601
+1,476
+13% +$961K 0.59% 42
2022
Q1
$8.5M Buy
11,125
+170
+2% +$133K 0.57% 38
2021
Q4
$10M Buy
10,955
+168
+2% +$153K 0.64% 34
2021
Q3
$9.05M Buy
10,787
+213
+2% +$191K 0.63% 33
2021
Q2
$9.25M Sell
10,574
-781
-7% -$660K 0.64% 35
2021
Q1
$8.56M Buy
11,355
+27
+0.2% +$19.6K 0.64% 36
2020
Q4
$8.17M Sell
11,328
-138
-1% -$91.5K 0.65% 36
2020
Q3
$6.46M Buy
11,466
+93
+0.8% +$53.1K 0.57% 41
2020
Q2
$6.19M Buy
11,373
+321
+3% +$162K 0.59% 36
2020
Q1
$4.86M Buy
11,052
+7,604
+221% +$3.75M 0.53% 41
2019
Q4
$1.73M Buy
3,448
+2,841
+468% +$1.35M 0.16% 103
2019
Q3
$270K Buy
607
+107
+21% +$47.6K 0.03% 211
2019
Q2
$234K Hold
500
0.02% 218
2019
Q1
$213K Buy
+500
New +$210K 0.02% 226
2018
Q4
Sell
-500
Closed -$235K 215
2018
Q3
$235K Hold
500
0.02% 209
2018
Q2
$249K Hold
500
0.03% 191
2018
Q1
$270K Hold
500
0.03% 187
2017
Q4
$256K Hold
500
0.03% 190
2017
Q3
$223K Hold
500
0.03% 193
2017
Q2
$211K Buy
+500
New +$199K 0.03% 193

Other funds holding BLK

Spinnaker Trust's BLK Position: Q1 2026 in Review

Spinnaker Trust reduced its Blackrock (BLK) stake by 0.63% in Q1 2026, selling an estimated $58.9K and leaving 8,903 shares worth $8.56M. The position accounts for 0.47% of the portfolio, ranked #51.

Spinnaker Trust first reported a position in BLK in Q2 2017 and has held it in 35 quarters since. The position peaked at $10.3M in Q3 2025. 2,319 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Spinnaker Trust held 8,903 shares of Blackrock worth $8.56M as of Q1 2026.
  • Spinnaker Trust sold 56 Blackrock shares in Q1 2026, an estimated $58.9K.
  • Blackrock made up 0.47% of Spinnaker Trust's portfolio in Q1 2026, its #51 holding.
  • Spinnaker Trust first reported a position in Blackrock in Q2 2017 and has held it in 35 quarters since.
  • Spinnaker Trust's Blackrock position peaked at $10.3M in Q3 2025.
  • 2,319 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Spinnaker Trust's 13F filing for Q1 2026, filed 23 Apr 2026.