WF
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Wayfinding Financial’s BlackRock Large Cap Value ETF BLCV Stock Holding History

Wayfinding Financial’s Portfolio BLCV Stock Details BLCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,137
Closed -$36K – 206
2025
Q1 		$36K Buy
+1,137
New +$37K 0.02% 424

Other funds holding BLCV

EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wayfinding Financial's BLCV Position: Q2 2025 in Review

Wayfinding Financial sold out of BlackRock Large Cap Value ETF (BLCV) in Q2 2025, closing a stake of 1,137 shares — an estimated $36K sold.

Wayfinding Financial first reported a position in BLCV in Q1 2025 and held it in 1 quarter. The position peaked at $36K in Q1 2025. 12 funds tracked by Wall St. Rank hold BLCV as of Q2 2025.

  • Wayfinding Financial reported no remaining BlackRock Large Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Wayfinding Financial sold 1,137 BlackRock Large Cap Value ETF shares in Q2 2025, an estimated $36K.
  • Wayfinding Financial first reported a position in BlackRock Large Cap Value ETF in Q1 2025 and held it in 1 quarter.
  • Wayfinding Financial's BlackRock Large Cap Value ETF position peaked at $36K in Q1 2025.
  • 12 funds tracked by Wall St. Rank held BlackRock Large Cap Value ETF as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.