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Summit Global Investments’s Blackrock BLK Stock Holding History

Summit Global Investments’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 		$383K Sell
398
-137
-26% -$142K 0.02% 395
2026
Q1 		$515K Sell
535
-166
-24% -$175K 0.03% 326
2025
Q4 		$750K Buy
+701
New +$766K 0.04% 249
2024
Q2 		– Sell
-363
Closed -$302K – 505
2024
Q1 		$302K Buy
+363
New +$292K 0.02% 403

Other funds holding BLK

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Summit Global Investments's BLK Position: Q2 2026 in Review

Summit Global Investments reduced its Blackrock (BLK) stake by 26% in Q2 2026, selling an estimated $142K and leaving 398 shares worth $383K. The position accounts for 0.02% of the portfolio, ranked #395.

Summit Global Investments first reported a position in BLK in Q1 2024 and has held it in 4 quarters since. The position peaked at $750K in Q4 2025. 1,160 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Summit Global Investments held 398 shares of Blackrock worth $383K as of Q2 2026.
  • Summit Global Investments sold 137 Blackrock shares in Q2 2026, an estimated $142K.
  • Blackrock made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #395 holding.
  • Summit Global Investments first reported a position in Blackrock in Q1 2024 and has held it in 4 quarters since.
  • Summit Global Investments's Blackrock position peaked at $750K in Q4 2025.
  • 1,160 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.