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Twin Peaks Wealth Advisors’s Blackrock BLK Stock Holding History

Twin Peaks Wealth 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
Q1 		$116K Buy
+120
New +$126K 0.03% 265
2025
Q3 		– Sell
-117
Closed -$135K – 416
2025
Q2 		$135K Buy
+117
New +$111K 0.04% 200

Other funds holding BLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Twin Peaks Wealth Advisors's BLK Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Blackrock (BLK) in Q1 2026: 120 shares worth $116K. The stake represents 0.03% of the portfolio and ranks #265 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in BLK as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in BLK in Q2 2025 and has held it in 2 quarters since. The position peaked at $135K in Q2 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Twin Peaks Wealth Advisors held 120 shares of Blackrock worth $116K as of Q1 2026.
  • Blackrock was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Blackrock made up 0.03% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #265 holding.
  • Twin Peaks Wealth Advisors first reported a position in Blackrock in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Blackrock position peaked at $135K in Q2 2025.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.