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SWS Partners’s Blackrock BLK Stock Holding History

SWS Partners’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 		$2.67M Sell
2,776
-150
-5% -$155K 0.58% 60
2026
Q1 		$2.81M Buy
2,926
+38
+1% +$40K 0.69% 50
2025
Q4 		$3.09M Sell
2,888
-199
-6% -$218K 0.75% 45
2025
Q3 		$3.6M Buy
3,087
+95
+3% +$106K 0.88% 34
2025
Q2 		$3.14M Sell
2,992
-33
-1% -$31.2K 0.85% 39
2025
Q1 		$2.86M Sell
3,025
-90
-3% -$88.2K 0.94% 37
2024
Q4 		$3.19M Sell
3,115
-148
-5% -$150K 0.97% 30
2024
Q3 		$3.1M Sell
3,263
-1,420
-30% -$1.23M 0.99% 26
2024
Q2 		$3.68M Sell
4,683
-78
-2% -$60.9K 1.1% 29
2024
Q1 		$3.97M Buy
4,761
+448
+10% +$360K 1.19% 23
2023
Q4 		$3.5M Sell
4,313
-239
-5% -$167K 1.14% 27
2023
Q3 		$2.94M Buy
4,552
+206
+5% +$144K 1.09% 31
2023
Q2 		$3M Buy
4,346
+20
+0.5% +$13.4K 1.08% 27
2023
Q1 		$2.89M Buy
+4,326
New +$3.05M 1.08% 24
2022
Q4 		– Sell
-4,466
Closed -$2.46M – 84
2022
Q3 		$2.46M Buy
4,466
+319
+8% +$209K 1.14% 23
2022
Q2 		$2.53M Sell
4,147
-182
-4% -$119K 2.13% 7
2022
Q1 		$3.31M Buy
4,329
+953
+28% +$745K 2.17% 7
2021
Q4 		$3.09M Buy
3,376
+123
+4% +$112K 1.76% 15
2021
Q3 		$2.73M Buy
3,253
+237
+8% +$212K 1.69% 16
2021
Q2 		$2.64M Sell
3,016
-407
-12% -$344K 1.72% 15
2021
Q1 		$2.58M Buy
3,423
+211
+7% +$153K 1.78% 13
2020
Q4 		$2.32M Sell
3,212
-202
-6% -$134K 1.03% 29
2020
Q3 		$1.92M Buy
3,414
+476
+16% +$272K 0.96% 30
2020
Q2 		$1.69M Sell
2,938
-369
-11% -$186K 2.15% 8
2020
Q1 		$1.46M Buy
+3,307
New +$1.63M 1.04% 25
2019
Q3 		$2.06M Buy
4,210
+470
+13% +$209K 1.22% 26
2019
Q2 		$1.78M Buy
+3,740
New +$1.69M 1.13% 27
2018
Q2 		– Sell
-12
Closed -$6K – 127
2018
Q1 		$6K Hold
12
– – ﹤0.01% 293
2017
Q4 		$6K Buy
+12
New +$5.83K ﹤0.01% 306

Other funds holding BLK

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

SWS Partners's BLK Position: Q2 2026 in Review

SWS Partners reduced its Blackrock (BLK) stake by 5.1% in Q2 2026, selling an estimated $155K and leaving 2,776 shares worth $2.67M. The position accounts for 0.58% of the portfolio, ranked #60.

SWS Partners first reported a position in BLK in Q4 2017 and has held it in 29 quarters since. The position peaked at $3.97M in Q1 2024. 1,200 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • SWS Partners held 2,776 shares of Blackrock worth $2.67M as of Q2 2026.
  • SWS Partners sold 150 Blackrock shares in Q2 2026, an estimated $155K.
  • Blackrock made up 0.58% of SWS Partners's portfolio in Q2 2026, its #60 holding.
  • SWS Partners first reported a position in Blackrock in Q4 2017 and has held it in 29 quarters since.
  • SWS Partners's Blackrock position peaked at $3.97M in Q1 2024.
  • 1,200 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.