SFO
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Stokes Family Office’s Blackrock BLK Stock Holding History

Stokes Family Office’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 		$5.04M Sell
5,237
-435
-8% -$450K 0.59% 52
2026
Q1 		$5.45M Buy
5,672
+70
+1% +$73.6K 0.56% 46
2025
Q4 		$6M Buy
5,602
+158
+3% +$173K 0.55% 46
2025
Q3 		$6.35M Buy
5,444
+68
+1% +$76K 0.6% 43
2025
Q2 		$5.64M Buy
5,376
+3
+0.1% +$2.84K 0.59% 44
2025
Q1 		$5.09M Sell
5,373
-117
-2% -$115K 0.57% 40
2024
Q4 		$5.63M Buy
5,490
+66
+1% +$67K 0.6% 41
2024
Q3 		$5.15M Sell
5,424
-10
-0.2% -$8.65K 0.56% 38
2024
Q2 		$4.28M Buy
5,434
+25
+0.5% +$19.5K 0.5% 49
2024
Q1 		$4.51M Sell
5,409
-248
-4% -$199K 0.56% 44
2023
Q4 		$4.59M Sell
5,657
-427
-7% -$298K 0.62% 38
2023
Q3 		$3.93M Sell
6,084
-426
-7% -$298K 0.46% 53
2023
Q2 		$4.5M Buy
6,510
+210
+3% +$141K 0.52% 41
2023
Q1 		$4.22M Sell
6,300
-515
-8% -$363K 0.53% 43
2022
Q4 		$4.83M Sell
6,815
-1,848
-21% -$1.23M 0.62% 39
2022
Q3 		$4.77M Sell
8,663
-149
-2% -$97.5K 0.68% 32
2022
Q2 		$5.37M Buy
8,812
+3,701
+72% +$2.41M 0.73% 33
2022
Q1 		$3.91M Sell
5,111
-58
-1% -$45.3K 0.52% 49
2021
Q4 		$4.73M Buy
5,169
+104
+2% +$94.9K 0.59% 43
2021
Q3 		$4.25M Buy
5,065
+207
+4% +$185K 0.59% 45
2021
Q2 		$4.25M Buy
4,858
+124
+3% +$105K 0.6% 44
2021
Q1 		$3.57M Sell
4,734
-100
-2% -$72.5K 0.56% 46
2020
Q4 		$3.49M Buy
4,834
+10
+0.2% +$6.63K 0.69% 39
2020
Q3 		$2.72M Buy
4,824
+49
+1% +$28K 0.62% 43
2020
Q2 		$2.6M Buy
4,775
+64
+1% +$32.3K 0.66% 42
2020
Q1 		$2.07M Hold
4,711
– – 0.55% 44
2019
Q4 		$2.37M Buy
+4,711
New +$2.24M 0.53% 45

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

Stokes Family Office's BLK Position: Q2 2026 in Review

Stokes Family Office reduced its Blackrock (BLK) stake by 7.7% in Q2 2026, selling an estimated $450K and leaving 5,237 shares worth $5.04M. The position accounts for 0.59% of the portfolio, ranked #52.

Stokes Family Office first reported a position in BLK in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.35M in Q3 2025. 2,332 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Stokes Family Office held 5,237 shares of Blackrock worth $5.04M as of Q2 2026.
  • Stokes Family Office sold 435 Blackrock shares in Q2 2026, an estimated $450K.
  • Blackrock made up 0.59% of Stokes Family Office's portfolio in Q2 2026, its #52 holding.
  • Stokes Family Office first reported a position in Blackrock in Q4 2019 and has held it in 27 quarters since.
  • Stokes Family Office's Blackrock position peaked at $6.35M in Q3 2025.
  • 2,332 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.