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Websterrogers Financial Advisors’s Blackrock BLK Stock Holding History

Websterrogers 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 		$213K Hold
222
– – 0.05% 96
2026
Q1 		$214K Buy
222
+4
+2% +$4.21K 0.06% 91
2025
Q4 		$233K Hold
218
– – 0.07% 81
2025
Q3 		$254K Hold
218
– – 0.08% 74
2025
Q2 		$229K Hold
218
– – 0.07% 79
2025
Q1 		$206K Buy
+218
New +$214K 0.07% 83

Other funds holding BLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

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

Websterrogers Financial Advisors held its Blackrock (BLK) position steady in Q2 2026 at 222 shares worth $213K. The position accounts for 0.05% of the portfolio, ranked #96.

Websterrogers Financial Advisors first reported a position in BLK in Q1 2025 and has held it in 6 quarters since. The position peaked at $254K in Q3 2025. 419 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Websterrogers Financial Advisors held 222 shares of Blackrock worth $213K as of Q2 2026.
  • Websterrogers Financial Advisors left its Blackrock share count unchanged in Q2 2026.
  • Blackrock made up 0.05% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #96 holding.
  • Websterrogers Financial Advisors first reported a position in Blackrock in Q1 2025 and has held it in 6 quarters since.
  • Websterrogers Financial Advisors's Blackrock position peaked at $254K in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.