Stifel Financial’s Blackrock BLK Stock Holding History

Stifel Financial’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	$111M	Sell	115,577 -40,239	-26%	-$42.3M	0.1%	212
2025 Q4	$167M	Sell	155,816 -968	-0.6%	-$1.06M	0.15%	155
2025 Q3	$183M	Sell	156,784 -1,360	-0.9%	-$1.52M	0.17%	141
2025 Q2	$166M	Buy	158,144 +510	+0.3%	+$482K	0.16%	144
2025 Q1	$149M	Sell	157,634 -14,381	-8%	-$14.1M	0.16%	143
2024 Q4	$176M	Buy	172,015 +18,634	+12%	+$18.9M	0.18%	127
2024 Q3	$146M	Sell	153,381 -12,603	-8%	-$10.9M	0.15%	145
2024 Q2	$131M	Buy	165,984 +691	+0.4%	+$539K	0.15%	146
2024 Q1	$138M	Buy	165,293 +8,100	+5%	+$6.51M	0.16%	145
2023 Q4	$128M	Buy	157,193 +1,882	+1%	+$1.31M	0.16%	144
2023 Q3	$100M	Buy	155,311 +5,302	+4%	+$3.7M	0.14%	159
2023 Q2	$104M	Sell	150,009 -4,113	-3%	-$2.75M	0.14%	162
2023 Q1	$103M	Sell	154,122 -12,661	-8%	-$8.92M	0.15%	149
2022 Q4	$118M	Sell	166,783 -3,195	-2%	-$2.13M	0.18%	136
2022 Q3	$93.6M	Buy	169,978 +1,024	+0.6%	+$670K	0.15%	149
2022 Q2	$103M	Buy	168,954 +3,528	+2%	+$2.3M	0.16%	143
2022 Q1	$126M	Sell	165,426 -13,405	-7%	-$10.5M	0.17%	137
2021 Q4	$164M	Buy	178,831 +12,551	+8%	+$11.5M	0.22%	107
2021 Q3	$139M	Buy	166,280 +2,603	+2%	+$2.33M	0.2%	111
2021 Q2	$143M	Buy	163,677 +6,027	+4%	+$5.09M	0.21%	109
2021 Q1	$119M	Buy	157,650 +4,198	+3%	+$3.05M	0.2%	117
2020 Q4	$111M	Buy	153,452 +5,048	+3%	+$3.35M	0.2%	119
2020 Q3	$83.6M	Buy	148,404 +18,414	+14%	+$10.5M	0.17%	134
2020 Q2	$70.7M	Buy	129,990 +225	+0.2%	+$114K	0.16%	145
2020 Q1	$57.3M	Sell	129,765 -61,625	-32%	-$30.4M	0.16%	145
2019 Q4	$98.6M	Sell	191,390 -2,046	-1%	-$971K	0.21%	121
2019 Q3	$86.1M	Sell	193,436 -36,070	-16%	-$16.1M	0.22%	122
2019 Q2	$107M	Buy	229,506 +6,394	+3%	+$2.89M	0.28%	87
2019 Q1	$95.6M	Buy	223,112 +51,427	+30%	+$21.6M	0.27%	97
2018 Q4	$67.6M	Sell	171,685 -37,935	-18%	-$15.5M	0.22%	120
2018 Q3	$98.3M	Buy	209,620 +17,284	+9%	+$8.4M	0.28%	81
2018 Q2	$94.1M	Buy	192,336 +17,251	+10%	+$9.12M	0.29%	81
2018 Q1	$95.1M	Buy	175,085 +3,303	+2%	+$1.81M	0.3%	77
2017 Q4	$89M	Sell	171,782 -9,896	-5%	-$4.81M	0.28%	85
2017 Q3	$81.1M	Buy	181,678 +6,016	+3%	+$2.57M	0.28%	84
2017 Q2	$74.2M	Buy	175,662 +5,072	+3%	+$2.02M	0.27%	87
2017 Q1	$65.5M	Buy	170,590 +27,321	+19%	+$10.5M	0.25%	98
2016 Q4	$54.6M	Buy	143,269 +43,781	+44%	+$16.1M	0.23%	101
2016 Q3	$36M	Buy	99,488 +4,521	+5%	+$1.64M	0.16%	150
2016 Q2	$32.5M	Buy	94,967 +14,097	+17%	+$4.95M	0.15%	151
2016 Q1	$27.5M	Buy	80,870 +1,242	+2%	+$394K	0.15%	157
2015 Q4	$27.1M	Buy	79,628 +8,587	+12%	+$2.92M	0.14%	164
2015 Q3	$21.1M	Sell	71,041 -921	-1%	-$297K	0.12%	198
2015 Q2	$24.8M	Buy	71,962 +37,239	+107%	+$13.6M	0.13%	181
2015 Q1	$12.7M	Buy	34,723 +8,815	+34%	+$3.19M	0.07%	333
2014 Q4	$9.26M	Sell	25,908 -923	-3%	-$315K	0.05%	414
2014 Q3	$8.81M	Buy	26,831 +2,067	+8%	+$665K	0.08%	304
2014 Q2	$7.92M	Buy	24,764 +3,496	+16%	+$1.07M	0.07%	333
2014 Q1	$6.69M	Buy	+21,268	New	+$6.5M	0.06%	359

Other funds holding BLK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stifel Financial's BLK Position: Q1 2026 in Review

Stifel Financial reduced its Blackrock (BLK) stake by 26% in Q1 2026, selling an estimated $42.3M and leaving 115,577 shares worth $111M. The position accounts for 0.1% of the portfolio, ranked #212.

Stifel Financial first reported a position in BLK in Q1 2014 and has held it in 49 quarters since. The position peaked at $183M in Q3 2025. 2,319 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Stifel Financial held 115,577 shares of Blackrock worth $111M as of Q1 2026.
Stifel Financial sold 40,239 Blackrock shares in Q1 2026, an estimated $42.3M.
Blackrock made up 0.1% of Stifel Financial's portfolio in Q1 2026, its #212 holding.
Stifel Financial first reported a position in Blackrock in Q1 2014 and has held it in 49 quarters since.
Stifel Financial's Blackrock position peaked at $183M in Q3 2025.
2,319 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.