WFA of San Diego’s Blackrock BLK Stock Holding History

WFA of San Diego’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	–	Sell	-41	Closed	-$39.4K	–	124
2026 Q1	$39.4K	Hold	41	–	–	0.03%	202
2025 Q4	$43.9K	Hold	41	–	–	0.03%	205
2025 Q3	$47.8K	Hold	41	–	–	0.03%	206
2025 Q2	$43K	Buy	+41	New	+$38.8K	0.03%	217
2024 Q3	$45.6K	Hold	48	–	–	0.04%	194
2024 Q2	$37.8K	Buy	+48	New	+$37.5K	0.03%	201
2023 Q3	$31K	Hold	48	–	–	0.03%	206
2023 Q2	$33.2K	Buy	+48	New	+$32.1K	0.03%	202
2023 Q1	–	Sell	-48	Closed	-$34K	–	102
2022 Q4	$34K	Buy	+48	New	+$32.1K	0.03%	231
2022 Q3	–	Sell	-58	Closed	-$35K	–	117
2022 Q2	$35K	Buy	+58	New	+$37.8K	0.03%	185
2021 Q1	–	Sell	-48	Closed	-$721K	–	98
2020 Q4	$721K	Buy	+48	New	+$31.8K	0.19%	8
2020 Q3	–	Sell	-992	Closed	-$525K	–	91
2020 Q2	$525K	Buy	+992	New	+$501K	0.12%	151

Other funds holding BLK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WFA of San Diego's BLK Position: Q2 2026 in Review

WFA of San Diego sold out of Blackrock (BLK) in Q2 2026, closing a stake of 41 shares — an estimated $39.4K sold.

WFA of San Diego first reported a position in BLK in Q2 2020 and held it in 12 quarters. The position peaked at $721K in Q4 2020. 2,337 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

WFA of San Diego reported no remaining Blackrock position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 41 Blackrock shares in Q2 2026, an estimated $39.4K.
WFA of San Diego first reported a position in Blackrock in Q2 2020 and held it in 12 quarters.
WFA of San Diego's Blackrock position peaked at $721K in Q4 2020.
2,337 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.