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Wellspring Financial Advisors’s Blackrock BLK Stock Holding History

Wellspring 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
Q1 		– Sell
-247
Closed -$265K – 284
2025
Q4 		$265K Buy
+247
New +$270K 0.02% 221

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

Wellspring Financial Advisors's BLK Position: Q1 2026 in Review

Wellspring Financial Advisors sold out of Blackrock (BLK) in Q1 2026, closing a stake of 247 shares — an estimated $265K sold.

Wellspring Financial Advisors first reported a position in BLK in Q4 2025 and held it in 1 quarter. The position peaked at $265K in Q4 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Wellspring Financial Advisors reported no remaining Blackrock position as of Q1 2026 after selling out during the quarter.
  • Wellspring Financial Advisors sold 247 Blackrock shares in Q1 2026, an estimated $265K.
  • Wellspring Financial Advisors first reported a position in Blackrock in Q4 2025 and held it in 1 quarter.
  • Wellspring Financial Advisors's Blackrock position peaked at $265K in Q4 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Wellspring Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.