SYM Financial Corp’s Blackrock BLK Stock Holding History

SYM Financial Corp’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	$757K	Buy	787 +197	+33%	+$204K	0.06%	91
2026 Q1	$567K	Buy	590 +158	+37%	+$166K	0.06%	114
2025 Q4	$462K	Buy	432 +10	+2%	+$10.9K	0.05%	138
2025 Q3	$492K	Buy	422 +10	+2%	+$11.2K	0.05%	117
2025 Q2	$432K	Buy	412 +14	+4%	+$13.2K	0.05%	146
2025 Q1	$377K	Buy	398 +5	+1%	+$4.9K	0.05%	137
2024 Q4	$403K	Buy	393 +43	+12%	+$43.6K	0.05%	120
2024 Q3	$332K	Buy	350 +43	+14%	+$37.2K	0.04%	109
2024 Q2	$242K	Sell	307 -51	-14%	-$39.8K	0.04%	122
2024 Q1	$298K	Buy	358 +70	+24%	+$56.2K	0.05%	75
2023 Q4	$234K	Buy	+288	New	+$201K	0.04%	90
2022 Q1	–	Sell	-220	Closed	-$201K	–	114
2021 Q4	$201K	Buy	+220	New	+$201K	0.08%	53
2018 Q4	–	Sell	-851	Closed	-$401K	–	82
2018 Q3	$401K	Buy	+851	New	+$414K	0.22%	21
2018 Q2	–	Sell	-489	Closed	-$265K	–	67
2018 Q1	$265K	Hold	489	–	–	0.16%	19
2017 Q4	$251K	Buy	+489	New	+$238K	0.11%	37

Other funds holding BLK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SYM Financial Corp's BLK Position: Q2 2026 in Review

SYM Financial Corp increased its Blackrock (BLK) stake by 33% in Q2 2026, buying an estimated $204K and bringing the position to 787 shares worth $757K. The position accounts for 0.06% of the portfolio, ranked #91.

SYM Financial Corp first reported a position in BLK in Q4 2017 and has held it in 15 quarters since. 2,332 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

SYM Financial Corp held 787 shares of Blackrock worth $757K as of Q2 2026.
SYM Financial Corp bought 197 Blackrock shares in Q2 2026, an estimated $204K.
Blackrock made up 0.06% of SYM Financial Corp's portfolio in Q2 2026, its #91 holding.
SYM Financial Corp first reported a position in Blackrock in Q4 2017 and has held it in 15 quarters since.
2,332 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.