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Summit Financial Wealth Advisors’s Blackrock BLK Stock Holding History

Summit Financial Wealth 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
Q1 		– Sell
-210
Closed -$225K – 197
2025
Q4 		$225K Sell
210
-23
-10% -$25.1K 0.03% 179
2025
Q3 		$266K Buy
233
+5
+2% +$5.59K 0.04% 150
2025
Q2 		$239K Buy
+228
New +$216K 0.04% 149
2022
Q2 		– Sell
-330
Closed -$252K – 137
2022
Q1 		$252K Buy
330
+50
+18% +$39.1K 0.05% 110
2021
Q4 		$257K Sell
280
-8
-3% -$7.3K 0.05% 118
2021
Q3 		$242K Hold
288
– – 0.05% 113
2021
Q2 		$252K Buy
+288
New +$243K 0.06% 107

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Summit Financial Wealth Advisors's BLK Position: Q1 2026 in Review

Summit Financial Wealth Advisors sold out of Blackrock (BLK) in Q1 2026, closing a stake of 210 shares — an estimated $225K sold.

Summit Financial Wealth Advisors first reported a position in BLK in Q2 2021 and held it in 7 quarters. The position peaked at $266K in Q3 2025. 2,334 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Summit Financial Wealth Advisors reported no remaining Blackrock position as of Q1 2026 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 210 Blackrock shares in Q1 2026, an estimated $225K.
  • Summit Financial Wealth Advisors first reported a position in Blackrock in Q2 2021 and held it in 7 quarters.
  • Summit Financial Wealth Advisors's Blackrock position peaked at $266K in Q3 2025.
  • 2,334 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2026, filed 26 May 2026.