Tolleson Wealth Management’s Blackrock BLK Stock Holding History

Tolleson Wealth 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
2025 Q1	–	Sell	-255	Closed	-$261K	–	91
2024 Q4	$261K	Buy	+255	New	+$259K	0.05%	91

Other funds holding BLK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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 World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tolleson Wealth Management's BLK Position: Q1 2025 in Review

Tolleson Wealth Management sold out of Blackrock (BLK) in Q1 2025, closing a stake of 255 shares — an estimated $261K sold.

Tolleson Wealth Management first reported a position in BLK in Q4 2024 and held it in 1 quarter. The position peaked at $261K in Q4 2024. 2,195 funds tracked by Wall St. Rank hold BLK as of Q1 2025.

Tolleson Wealth Management reported no remaining Blackrock position as of Q1 2025 after selling out during the quarter.
Tolleson Wealth Management sold 255 Blackrock shares in Q1 2025, an estimated $261K.
Tolleson Wealth Management first reported a position in Blackrock in Q4 2024 and held it in 1 quarter.
Tolleson Wealth Management's Blackrock position peaked at $261K in Q4 2024.
2,195 funds tracked by Wall St. Rank held Blackrock as of Q1 2025.

Based on Tolleson Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.