Summit Securities Group’s Blackrock BLK Stock Holding History

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

Summit Securities Group's BLK Position: Q2 2026 in Review

Summit Securities Group increased its Blackrock (BLK) stake by 42% in Q2 2026, buying an estimated $10.3K and bringing the position to 34 shares worth $32.7K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Summit Securities Group first reported a position in BLK in Q2 2013 and has held it in 35 quarters since. The position peaked at $2.91M in Q3 2021. 2,337 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Summit Securities Group held 34 shares of Blackrock worth $32.7K as of Q2 2026.
  • Summit Securities Group bought 10 Blackrock shares in Q2 2026, an estimated $10.3K.
  • Blackrock made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #642 holding.
  • Summit Securities Group first reported a position in Blackrock in Q2 2013 and has held it in 35 quarters since.
  • Summit Securities Group's Blackrock position peaked at $2.91M in Q3 2021.
  • 2,337 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

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