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
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 $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

Wescott Financial Advisory Group's BLK Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its Blackrock (BLK) stake by 2.3% in Q1 2026, selling an estimated $5.26K and leaving 211 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #187.

Wescott Financial Advisory Group first reported a position in BLK in Q4 2025 and has held it in 2 quarters since. The position peaked at $231K in Q4 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Wescott Financial Advisory Group held 211 shares of Blackrock worth $203K as of Q1 2026.
  • Wescott Financial Advisory Group sold 5 Blackrock shares in Q1 2026, an estimated $5.26K.
  • Blackrock made up 0.02% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #187 holding.
  • Wescott Financial Advisory Group first reported a position in Blackrock in Q4 2025 and has held it in 2 quarters since.
  • Wescott Financial Advisory Group's Blackrock position peaked at $231K in Q4 2025.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.