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Symphony Financial’s Blackrock BLK Stock Holding History

Symphony Financial’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 		$484K Buy
507
+112
+28% +$116K 0.05% 203
2026
Q1 		$375K Sell
395
-20
-5% -$21K 0.05% 201
2025
Q4 		$449K Buy
415
+96
+30% +$105K 0.06% 179
2025
Q3 		$371K Sell
319
-4,218
-93% -$4.72M 0.05% 195
2025
Q2 		$380K Buy
+4,537
New +$4.29M 0.05% 182
2025
Q1 		– Sell
-333
Closed -$337K – 113
2024
Q4 		$337K Sell
333
-44
-12% -$44.7K 0.05% 163
2024
Q3 		$356K Sell
377
-21
-5% -$18.2K 0.06% 169
2024
Q2 		$311K Sell
398
-98
-20% -$76.5K 0.06% 168
2024
Q1 		$414K Buy
496
+5
+1% +$4.02K 0.1% 125
2023
Q4 		$388K Sell
491
-80
-14% -$55.8K 0.08% 146
2023
Q3 		$367K Sell
571
-1,507
-73% -$1.05M 0.09% 117
2023
Q2 		$1.43M Sell
2,078
-181
-8% -$121K 0.35% 62
2023
Q1 		$1.49M Buy
2,259
+130
+6% +$91.6K 0.39% 58
2022
Q4 		$1.54M Sell
2,129
-358
-14% -$239K 0.41% 55
2022
Q3 		$1.4M Sell
2,487
-505
-17% -$331K 0.46% 54
2022
Q2 		$1.85M Buy
2,992
+155
+5% +$101K 0.55% 40
2022
Q1 		$2.11M Buy
2,837
+489
+21% +$382K 0.5% 43
2021
Q4 		$2.14M Buy
2,348
+26
+1% +$23.7K 0.59% 38
2021
Q3 		$1.99M Buy
2,322
+24
+1% +$21.5K 0.69% 32
2021
Q2 		$2M Sell
2,298
-46
-2% -$38.9K 0.68% 35
2021
Q1 		$1.83M Buy
+2,344
New +$1.7M 0.48% 41

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

Symphony Financial's BLK Position: Q2 2026 in Review

Symphony Financial increased its Blackrock (BLK) stake by 28% in Q2 2026, buying an estimated $116K and bringing the position to 507 shares worth $484K. The position accounts for 0.05% of the portfolio, ranked #203.

Symphony Financial first reported a position in BLK in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.14M in Q4 2021. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Symphony Financial held 507 shares of Blackrock worth $484K as of Q2 2026.
  • Symphony Financial bought 112 Blackrock shares in Q2 2026, an estimated $116K.
  • Blackrock made up 0.05% of Symphony Financial's portfolio in Q2 2026, its #203 holding.
  • Symphony Financial first reported a position in Blackrock in Q1 2021 and has held it in 21 quarters since.
  • Symphony Financial's Blackrock position peaked at $2.14M in Q4 2021.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

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