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Summit Securities Group’s Blackrock BLK Stock Holding History

Summit Securities Group’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
2021
Q2 		– Sell
-5
Closed -$377K – 713
2021
Q1 		$377K Buy
+5
New +$3.63K 0.04% 394
2016
Q1 		– Sell
-49
Closed -$2K – 157
2015
Q4 		$2K Buy
+49
New +$16.7K ﹤0.01% 254

Other funds holding BLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Securities Group's BLK Position: Q1 2026 in Review

Summit Securities Group reduced its Blackrock (BLK) stake by 89% in Q1 2026, selling an estimated $200K and leaving 24 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Summit Securities Group first reported a position in BLK in Q2 2013 and has held it in 34 quarters since. The position peaked at $2.91M in Q3 2021. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Summit Securities Group held 24 shares of Blackrock worth $23.1K as of Q1 2026.
  • Summit Securities Group sold 190 Blackrock shares in Q1 2026, an estimated $200K.
  • Blackrock made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #499 holding.
  • Summit Securities Group first reported a position in Blackrock in Q2 2013 and has held it in 34 quarters since.
  • Summit Securities Group's Blackrock position peaked at $2.91M in Q3 2021.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.