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Sunburst Financial Group’s Blackrock BLK Stock Holding History

Sunburst Financial 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
2026
Q1 		– Sell
-191
Closed -$204K – 135
2025
Q4 		$204K Buy
191
+12
+7% +$13.1K 0.04% 125
2025
Q3 		$209K Buy
+179
New +$200K 0.04% 114
2025
Q1 		– Sell
-198
Closed -$203K – 112
2024
Q4 		$203K Buy
+198
New +$201K 0.05% 107
2024
Q2 		– Sell
-246
Closed -$203K – 113
2024
Q1 		$203K Sell
246
-3
-1% -$2.41K 0.06% 105
2023
Q4 		$202K Buy
+249
New +$174K 0.06% 101

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

Sunburst Financial Group's BLK Position: Q1 2026 in Review

Sunburst Financial Group sold out of Blackrock (BLK) in Q1 2026, closing a stake of 191 shares — an estimated $204K sold.

Sunburst Financial Group first reported a position in BLK in Q4 2023 and held it in 5 quarters. The position peaked at $209K in Q3 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Sunburst Financial Group reported no remaining Blackrock position as of Q1 2026 after selling out during the quarter.
  • Sunburst Financial Group sold 191 Blackrock shares in Q1 2026, an estimated $204K.
  • Sunburst Financial Group first reported a position in Blackrock in Q4 2023 and held it in 5 quarters.
  • Sunburst Financial Group's Blackrock position peaked at $209K in Q3 2025.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Sunburst Financial Group's 13F filing for Q1 2026, filed 8 Apr 2026.