SFS
BLK icon

Sunrise Financial Services’s Blackrock BLK Stock Holding History

Sunrise Financial Services’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 		$20.2K Sell
21
-7
-25% -$7.24K 0.01% 176
2026
Q1 		$26.9K Buy
28
+7
+33% +$7.37K 0.02% 158
2025
Q4 		$22.5K Buy
+21
New +$23K 0.02% 150

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

Sunrise Financial Services's BLK Position: Q2 2026 in Review

Sunrise Financial Services reduced its Blackrock (BLK) stake by 25% in Q2 2026, selling an estimated $7.24K and leaving 21 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #176.

Sunrise Financial Services first reported a position in BLK in Q4 2025 and has held it in 3 quarters since. The position peaked at $26.9K in Q1 2026. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Sunrise Financial Services held 21 shares of Blackrock worth $20.2K as of Q2 2026.
  • Sunrise Financial Services sold 7 Blackrock shares in Q2 2026, an estimated $7.24K.
  • Blackrock made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #176 holding.
  • Sunrise Financial Services first reported a position in Blackrock in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Blackrock position peaked at $26.9K in Q1 2026.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.