Transamerica Financial Advisors’s Blackrock BLK Stock Holding History

Transamerica Financial Advisors’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	$1.22M	Sell	1,271 -11	-0.9%	-$11.4K	0.1%	189
2026 Q1	$1.23M	Buy	1,282 +206	+19%	+$217K	0.11%	180
2025 Q4	$1.15M	Buy	1,076 +5	+0.5%	+$5.47K	0.1%	185
2025 Q3	$1.25M	Buy	1,071 +106	+11%	+$119K	0.1%	144
2025 Q2	$1.01M	Sell	965 -56	-5%	-$53K	0.1%	146
2025 Q1	$966K	Buy	1,021 +68	+7%	+$66.6K	0.1%	161
2024 Q4	$977K	Sell	953 -139	-13%	-$141K	0.1%	151
2024 Q3	$1.04M	Sell	1,092 -56	-5%	-$48.5K	0.1%	147
2024 Q2	$904K	Hold	1,148	–	–	0.1%	145
2024 Q1	$957K	Buy	1,148 +205	+22%	+$165K	0.1%	157
2023 Q4	$766K	Sell	943 -563	-37%	-$393K	0.11%	135
2023 Q3	$974K	Sell	1,506 -97	-6%	-$67.8K	0.13%	131
2023 Q2	$1.11M	Sell	1,603 -4	-0.2%	-$2.68K	0.14%	128
2023 Q1	$1.07M	Buy	1,607 +57	+4%	+$40.2K	0.14%	119
2022 Q4	$1.1M	Buy	1,550 +162	+12%	+$108K	0.16%	120
2022 Q3	$764K	Buy	1,388 +232	+20%	+$152K	0.11%	140
2022 Q2	$704K	Buy	1,156 +1,155	+115,500%	+$752K	0.1%	144
2022 Q1	$1K	Hold	1	–	–	0.04%	58
2021 Q4	$1K	Hold	1	–	–	0.03%	70
2021 Q3	$1K	Hold	1	–	–	0.03%	69
2021 Q2	$1K	Hold	1	–	–	0.02%	91
2021 Q1	$1K	Hold	1	–	–	0.02%	124
2020 Q4	$1K	Sell	1 -1	-50%	-$663	0.02%	118
2020 Q3	$1K	Sell	2 -446	-100%	-$254K	0.02%	138
2020 Q2	$244K	Buy	+448	New	+$226K	0.05%	144
2019 Q3	–	Sell	-293	Closed	-$138K	–	130
2019 Q2	$138K	Buy	+293	New	+$133K	0.03%	199
2019 Q1	–	Sell	-91	Closed	-$36K	–	126
2018 Q4	$36K	Buy	91 +79	+658%	+$32.4K	0.01%	230
2018 Q3	$6K	Buy	+12	New	+$5.83K	﹤0.01%	323
2016 Q2	–	Sell	-1,000	Closed	-$341K	–	433
2016 Q1	$341K	Hold	1,000	–	–	0.03%	258
2015 Q4	$341K	Hold	1,000	–	–	0.03%	271
2015 Q3	$298K	Hold	1,000	–	–	0.02%	260
2015 Q2	$346K	Hold	1,000	–	–	0.02%	273
2015 Q1	$366K	Hold	1,000	–	–	0.03%	267
2014 Q4	$358K	Hold	1,000	–	–	0.03%	232
2014 Q3	$329K	Hold	1,000	–	–	0.03%	211
2014 Q2	$320K	Hold	1,000	–	–	0.03%	228
2014 Q1	$315K	Hold	1,000	–	–	0.03%	202
2013 Q4	$317K	Hold	1,000	–	–	0.03%	198
2013 Q3	$271K	Sell	1,000 -2,577	-72%	-$700K	0.04%	210
2013 Q2	$919K	Buy	+3,577	New	+$958K	0.15%	79

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

Transamerica Financial Advisors's BLK Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Blackrock (BLK) stake by 0.86% in Q2 2026, selling an estimated $11.4K and leaving 1,271 shares worth $1.22M. The position accounts for 0.1% of the portfolio, ranked #189.

Transamerica Financial Advisors first reported a position in BLK in Q2 2013 and has held it in 40 quarters since. The position peaked at $1.25M in Q3 2025. 2,324 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Transamerica Financial Advisors held 1,271 shares of Blackrock worth $1.22M as of Q2 2026.
Transamerica Financial Advisors sold 11 Blackrock shares in Q2 2026, an estimated $11.4K.
Blackrock made up 0.1% of Transamerica Financial Advisors's portfolio in Q2 2026, its #189 holding.
Transamerica Financial Advisors first reported a position in Blackrock in Q2 2013 and has held it in 40 quarters since.
Transamerica Financial Advisors's Blackrock position peaked at $1.25M in Q3 2025.
2,324 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.