VAG
BLK icon

VisionPoint Advisory Group’s Blackrock BLK Stock Holding History

VisionPoint Advisory Group’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
Q3 		$246K Buy
232
+15
+7% +$16.4K 0.04% 394
2026
Q2 		$209K Buy
+217
New +$224K 0.03% 455
2026
Q1 		– Sell
-241
Closed -$258K – 447
2025
Q4 		$258K Sell
241
-62
-20% -$67.8K 0.05% 330
2025
Q3 		$353K Buy
303
+51
+20% +$57K 0.07% 267
2025
Q2 		$264K Buy
+252
New +$238K 0.06% 293
2025
Q1 		– Sell
-511
Closed -$520K – 220
2024
Q4 		$520K Sell
511
-258
-34% -$262K 0.18% 105
2024
Q3 		$730K Sell
769
-84
-10% -$72.7K 0.25% 95
2024
Q2 		$672K Buy
853
+361
+73% +$282K 0.24% 94
2024
Q1 		$410K Buy
492
+164
+50% +$132K 0.15% 129
2023
Q4 		$266K Buy
328
+165
+101% +$115K 0.1% 138
2023
Q3 		$106K Sell
163
-446
-73% -$312K 0.05% 188
2023
Q2 		$421K Sell
609
-214
-26% -$143K 0.17% 96
2023
Q1 		$520K Sell
823
-211
-20% -$149K 0.23% 78
2022
Q4 		$762K Sell
1,034
-373
-27% -$249K 0.32% 57
2022
Q3 		$774K Sell
1,407
-221
-14% -$145K 0.37% 36
2022
Q2 		$1.19M Sell
1,628
-311
-16% -$203K 0.47% 37
2022
Q1 		$1.16M Buy
1,939
+319
+20% +$249K 0.54% 41
2021
Q4 		$1.31M Buy
1,620
+132
+9% +$120K 0.57% 42
2021
Q3 		$1.42M Sell
1,488
-448
-23% -$401K 0.63% 37
2021
Q2 		$1.69M Sell
1,936
-686
-26% -$579K 0.75% 39
2021
Q1 		$1.98M Sell
2,622
-259
-9% -$188K 0.95% 41
2020
Q4 		$2.08M Buy
+2,881
New +$1.91M 1.05% 21

Other funds holding BLK

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

VisionPoint Advisory Group's BLK Position: Q3 2026 in Review

VisionPoint Advisory Group increased its Blackrock (BLK) stake by 6.9% in Q3 2026, buying an estimated $16.4K and bringing the position to 232 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #394.

VisionPoint Advisory Group first reported a position in BLK in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.08M in Q4 2020. 125 funds tracked by Wall St. Rank hold BLK as of Q3 2026.

  • VisionPoint Advisory Group held 232 shares of Blackrock worth $246K as of Q3 2026.
  • VisionPoint Advisory Group bought 15 Blackrock shares in Q3 2026, an estimated $16.4K.
  • Blackrock made up 0.04% of VisionPoint Advisory Group's portfolio in Q3 2026, its #394 holding.
  • VisionPoint Advisory Group first reported a position in Blackrock in Q4 2020 and has held it in 22 quarters since.
  • VisionPoint Advisory Group's Blackrock position peaked at $2.08M in Q4 2020.
  • 125 funds tracked by Wall St. Rank held Blackrock as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.