WFAG
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Wescott Financial Advisory Group’s Blackrock BLK Stock Holding History

Wescott Financial 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
Q2 		$207K Buy
216
+5
+2% +$5.17K 0.02% 191
2026
Q1 		$203K Sell
211
-5
-2% -$5.26K 0.02% 187
2025
Q4 		$231K Buy
+216
New +$236K 0.02% 174

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wescott Financial Advisory Group's BLK Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Blackrock (BLK) stake by 2.4% in Q2 2026, buying an estimated $5.17K and bringing the position to 216 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #191.

Wescott Financial Advisory Group first reported a position in BLK in Q4 2025 and has held it in 3 quarters since. The position peaked at $231K in Q4 2025. 2,331 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Wescott Financial Advisory Group held 216 shares of Blackrock worth $207K as of Q2 2026.
  • Wescott Financial Advisory Group bought 5 Blackrock shares in Q2 2026, an estimated $5.17K.
  • Blackrock made up 0.02% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #191 holding.
  • Wescott Financial Advisory Group first reported a position in Blackrock in Q4 2025 and has held it in 3 quarters since.
  • Wescott Financial Advisory Group's Blackrock position peaked at $231K in Q4 2025.
  • 2,331 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.