West Financial Advisors’s Blackrock BLK Stock Holding History

West 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	-6	Closed	-$6.42K	–	201
2025 Q4	$6.42K	Buy	+6	New	+$6.56K	﹤0.01%	165
2025 Q3	–	Sell	-26	Closed	-$27.3K	–	197
2025 Q2	$27.3K	Hold	26	–	–	﹤0.01%	127
2025 Q1	$24.6K	Sell	26 -12	-32%	-$11.8K	﹤0.01%	130
2024 Q4	$39K	Buy	+38	New	+$38.6K	0.01%	106
2024 Q3	–	Sell	-26	Closed	-$20.5K	–	188
2024 Q2	$20.5K	Hold	26	–	–	﹤0.01%	106
2024 Q1	$21.7K	Hold	26	–	–	﹤0.01%	104
2023 Q4	$21.1K	Sell	26 -10	-28%	-$6.98K	﹤0.01%	104
2023 Q3	$23.3K	Buy	36 +10	+38%	+$6.99K	0.01%	103
2023 Q2	$18K	Buy	+26	New	+$17.4K	﹤0.01%	112
2022 Q4	–	Sell	-200	Closed	-$110K	–	171
2022 Q3	$110K	Hold	200	–	–	0.03%	75
2022 Q2	$122K	Sell	200 -10	-5%	-$6.51K	0.04%	69
2022 Q1	$160K	Buy	210 +10	+5%	+$7.81K	0.04%	63
2021 Q4	$183K	Hold	200	–	–	0.05%	61
2021 Q3	$168K	Hold	200	–	–	0.05%	58
2021 Q2	$175K	Hold	200	–	–	0.05%	53
2021 Q1	$151K	Hold	200	–	–	0.05%	58
2020 Q4	$144K	Buy	+200	New	+$133K	0.05%	58

Other funds holding BLK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

West Financial Advisors sold out of Blackrock (BLK) in Q1 2026, closing a stake of 6 shares — an estimated $6.42K sold.

West Financial Advisors first reported a position in BLK in Q4 2020 and held it in 17 quarters. The position peaked at $183K in Q4 2021. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

West Financial Advisors reported no remaining Blackrock position as of Q1 2026 after selling out during the quarter.
West Financial Advisors sold 6 Blackrock shares in Q1 2026, an estimated $6.42K.
West Financial Advisors first reported a position in Blackrock in Q4 2020 and held it in 17 quarters.
West Financial Advisors's Blackrock position peaked at $183K in Q4 2021.
2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on West Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.