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Stokes Capital Advisors’s Blackrock BLK Stock Holding History

Stokes Capital Advisors’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 		$528K Buy
549
+88
+19% +$91K 0.11% 75
2026
Q1 		$443K Buy
+461
New +$485K 0.1% 71
2022
Q4 		– Sell
-1,008
Closed -$555K – 87
2022
Q3 		$555K Sell
1,008
-4,333
-81% -$2.84M 0.21% 70
2022
Q2 		$3.25M Sell
5,341
-50
-0.9% -$32.6K 1.14% 43
2022
Q1 		$4.12M Buy
5,391
+587
+12% +$459K 1.2% 42
2021
Q4 		$4.4M Sell
4,804
-21
-0.4% -$19.2K 1.31% 40
2021
Q3 		$4.05M Buy
4,825
+263
+6% +$236K 1.31% 43
2021
Q2 		$3.99M Buy
4,562
+594
+15% +$502K 1.31% 40
2021
Q1 		$2.99M Sell
3,968
-1,220
-24% -$885K 1.23% 45
2020
Q4 		$3.74M Buy
5,188
+67
+1% +$44.4K 1.63% 34
2020
Q3 		$2.89M Sell
5,121
-83
-2% -$47.4K 1.39% 37
2020
Q2 		$2.83M Sell
5,204
-175
-3% -$88.4K 1.5% 35
2020
Q1 		$2.37M Sell
5,379
-61
-1% -$30.1K 1.42% 33
2019
Q4 		$2.73M Buy
5,440
+333
+7% +$158K 1.38% 37
2019
Q3 		$2.28M Buy
5,107
+160
+3% +$71.3K 1.23% 42
2019
Q2 		$2.32M Sell
4,947
-65
-1% -$29.4K 1.32% 41
2019
Q1 		$2.14M Buy
5,012
+73
+1% +$30.6K 1.29% 40
2018
Q4 		$1.94M Buy
4,939
+514
+12% +$211K 1.34% 36
2018
Q3 		$2.09M Buy
4,425
+215
+5% +$105K 1.28% 39
2018
Q2 		$2.1M Buy
4,210
+132
+3% +$69.8K 1.37% 28
2018
Q1 		$2.21M Buy
4,078
+66
+2% +$36.2K 1.45% 21
2017
Q4 		$2.06M Buy
+4,012
New +$1.95M 1.39% 30

Other funds holding BLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Stokes Capital Advisors's BLK Position: Q2 2026 in Review

Stokes Capital Advisors increased its Blackrock (BLK) stake by 19% in Q2 2026, buying an estimated $91K and bringing the position to 549 shares worth $528K. The position accounts for 0.11% of the portfolio, ranked #75.

Stokes Capital Advisors first reported a position in BLK in Q4 2017 and has held it in 22 quarters since. The position peaked at $4.4M in Q4 2021. 711 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Stokes Capital Advisors held 549 shares of Blackrock worth $528K as of Q2 2026.
  • Stokes Capital Advisors bought 88 Blackrock shares in Q2 2026, an estimated $91K.
  • Blackrock made up 0.11% of Stokes Capital Advisors's portfolio in Q2 2026, its #75 holding.
  • Stokes Capital Advisors first reported a position in Blackrock in Q4 2017 and has held it in 22 quarters since.
  • Stokes Capital Advisors's Blackrock position peaked at $4.4M in Q4 2021.
  • 711 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.