TFC Financial Management’s Blackrock BLK Stock Holding History

TFC Financial Management’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	$51.3K	Buy	53 +1	+2%	+$1.05K	0.01%	269
2025 Q4	$56K	Hold	52	–	–	0.01%	264
2025 Q3	$61K	Hold	52	–	–	0.01%	250
2025 Q2	$54.8K	Sell	52 -4	-7%	-$3.78K	0.01%	250
2025 Q1	$53.1K	Buy	56 +18	+47%	+$17.6K	0.01%	252
2024 Q4	$39K	Sell	38 -14	-27%	-$14.2K	0.01%	266
2024 Q3	$49.4K	Buy	52 +37	+247%	+$32K	0.01%	253
2024 Q2	$11.8K	Buy	15 +1	+7%	+$780	﹤0.01%	332
2024 Q1	$11.7K	Hold	14	–	–	﹤0.01%	325
2023 Q4	$11.4K	Hold	14	–	–	﹤0.01%	323
2023 Q3	$9.07K	Buy	14 +10	+250%	+$6.99K	﹤0.01%	351
2023 Q2	$2.78K	Hold	4	–	–	﹤0.01%	415
2023 Q1	$2.69K	Hold	4	–	–	﹤0.01%	440
2022 Q4	$2.85K	Sell	4 -212	-98%	-$142K	﹤0.01%	368
2022 Q3	$119K	Buy	216 +155	+254%	+$101K	0.04%	126
2022 Q2	$37K	Hold	61	–	–	0.01%	216
2022 Q1	$47K	Hold	61	–	–	0.01%	208
2021 Q4	$56K	Hold	61	–	–	0.02%	209
2021 Q3	$51K	Hold	61	–	–	0.02%	209
2021 Q2	$53K	Hold	61	–	–	0.02%	197
2021 Q1	$46K	Hold	61	–	–	0.02%	198
2020 Q4	$44K	Hold	61	–	–	0.02%	198
2020 Q3	$34K	Buy	+61	New	+$34.8K	0.02%	198

Other funds holding BLK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TFC Financial Management's BLK Position: Q1 2026 in Review

TFC Financial Management increased its Blackrock (BLK) stake by 1.9% in Q1 2026, buying an estimated $1.05K and bringing the position to 53 shares worth $51.3K. The position accounts for 0.01% of the portfolio, ranked #269.

TFC Financial Management first reported a position in BLK in Q3 2020 and has held it in 23 quarters since. The position peaked at $119K in Q3 2022. 2,319 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

TFC Financial Management held 53 shares of Blackrock worth $51.3K as of Q1 2026.
TFC Financial Management bought 1 Blackrock share in Q1 2026, an estimated $1.05K.
Blackrock made up 0.01% of TFC Financial Management's portfolio in Q1 2026, its #269 holding.
TFC Financial Management first reported a position in Blackrock in Q3 2020 and has held it in 23 quarters since.
TFC Financial Management's Blackrock position peaked at $119K in Q3 2022.
2,319 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.