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Trifecta Capital Advisors’s Blackrock BLK Stock Holding History

Trifecta Capital 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 		$5.67M Buy
5,900
+85
+1% +$87.9K 0.73% 39
2026
Q1 		$5.59M Buy
5,815
+70
+1% +$73.6K 0.87% 40
2025
Q4 		$6.15M Buy
5,745
+200
+4% +$219K 0.91% 39
2025
Q3 		$6.46M Buy
5,545
+140
+3% +$157K 0.98% 33
2025
Q2 		$5.67M Buy
5,405
+752
+16% +$711K 0.94% 36
2025
Q1 		$4.4M Buy
4,653
+256
+6% +$251K 0.92% 37
2024
Q4 		$4.51M Buy
4,397
+61
+1% +$61.9K 0.89% 36
2024
Q3 		$4.12M Sell
4,336
-13
-0.3% -$11.3K 0.86% 36
2024
Q2 		$3.42M Buy
4,349
+135
+3% +$105K 0.76% 42
2024
Q1 		$3.51M Buy
4,214
+170
+4% +$137K 0.86% 37
2023
Q4 		$3.28M Buy
4,044
+93
+2% +$64.9K 0.91% 33
2023
Q3 		$2.55M Buy
3,951
+114
+3% +$79.6K 0.82% 35
2023
Q2 		$2.65M Buy
3,837
+102
+3% +$68.3K 0.85% 34
2023
Q1 		$2.5M Buy
3,735
+100
+3% +$70.4K 0.88% 35
2022
Q4 		$2.58M Buy
+3,635
New +$2.43M 1.03% 29

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

Trifecta Capital Advisors's BLK Position: Q2 2026 in Review

Trifecta Capital Advisors increased its Blackrock (BLK) stake by 1.5% in Q2 2026, buying an estimated $87.9K and bringing the position to 5,900 shares worth $5.67M. The position accounts for 0.73% of the portfolio, ranked #39.

Trifecta Capital Advisors first reported a position in BLK in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.46M in Q3 2025. 2,325 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Trifecta Capital Advisors held 5,900 shares of Blackrock worth $5.67M as of Q2 2026.
  • Trifecta Capital Advisors bought 85 Blackrock shares in Q2 2026, an estimated $87.9K.
  • Blackrock made up 0.73% of Trifecta Capital Advisors's portfolio in Q2 2026, its #39 holding.
  • Trifecta Capital Advisors first reported a position in Blackrock in Q4 2022 and has held it in 15 quarters since.
  • Trifecta Capital Advisors's Blackrock position peaked at $6.46M in Q3 2025.
  • 2,325 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.