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Toth Financial Advisory’s Blackrock BLK Stock Holding History

Toth Financial Advisory’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 		$12.3M Buy
12,835
+697
+6% +$721K 1.2% 21
2026
Q1 		$11.7M Buy
12,138
+603
+5% +$634K 1.28% 21
2025
Q4 		$12.3M Buy
11,535
+484
+4% +$529K 1.34% 20
2025
Q3 		$12.9M Buy
11,051
+23
+0.2% +$25.7K 1.39% 19
2025
Q2 		$11.6M Buy
11,028
+769
+7% +$727K 1.35% 20
2025
Q1 		$9.71M Buy
10,259
+715
+7% +$701K 1.17% 26
2024
Q4 		$9.78M Sell
9,544
-159
-2% -$161K 1.15% 23
2024
Q3 		$9.21M Buy
9,703
+134
+1% +$116K 1.09% 31
2024
Q2 		$7.53M Buy
9,569
+687
+8% +$536K 0.96% 36
2024
Q1 		$7.4M Buy
8,882
+630
+8% +$506K 0.93% 38
2023
Q4 		$6.7M Buy
8,252
+178
+2% +$124K 0.91% 38
2023
Q3 		$5.22M Buy
8,074
+250
+3% +$175K 0.8% 45
2023
Q2 		$5.41M Buy
7,824
+313
+4% +$210K 0.78% 46
2023
Q1 		$5.03M Buy
7,511
+370
+5% +$261K 0.78% 48
2022
Q4 		$5.06M Sell
7,141
-20
-0.3% -$13.4K 0.82% 49
2022
Q3 		$3.94M Buy
7,161
+324
+5% +$212K 0.71% 57
2022
Q2 		$4.16M Buy
6,837
+241
+4% +$157K 0.73% 55
2022
Q1 		$5.04M Buy
6,596
+220
+3% +$172K 0.75% 50
2021
Q4 		$5.84M Buy
6,376
+220
+4% +$201K 0.8% 44
2021
Q3 		$5.16M Buy
6,156
+388
+7% +$348K 0.78% 46
2021
Q2 		$5.05M Buy
5,768
+148
+3% +$125K 0.77% 48
2021
Q1 		$4.24M Buy
5,620
+756
+16% +$548K 0.68% 53
2020
Q4 		$3.51M Buy
4,864
+2,074
+74% +$1.38M 0.6% 61
2020
Q3 		$1.57M Buy
2,790
+2,696
+2,868% +$1.54M 0.3% 81
2020
Q2 		$51K Buy
+94
New +$47.5K 0.01% 227

Other funds holding BLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Toth Financial Advisory's BLK Position: Q2 2026 in Review

Toth Financial Advisory increased its Blackrock (BLK) stake by 5.7% in Q2 2026, buying an estimated $721K and bringing the position to 12,835 shares worth $12.3M. The position accounts for 1.2% of the portfolio, ranked #21.

Toth Financial Advisory first reported a position in BLK in Q2 2020 and has held it in 25 quarters since. The position peaked at $12.9M in Q3 2025. 484 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Toth Financial Advisory held 12,835 shares of Blackrock worth $12.3M as of Q2 2026.
  • Toth Financial Advisory bought 697 Blackrock shares in Q2 2026, an estimated $721K.
  • Blackrock made up 1.2% of Toth Financial Advisory's portfolio in Q2 2026, its #21 holding.
  • Toth Financial Advisory first reported a position in Blackrock in Q2 2020 and has held it in 25 quarters since.
  • Toth Financial Advisory's Blackrock position peaked at $12.9M in Q3 2025.
  • 484 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.