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WJ Financial Advisors’s Blackrock BLK Stock Holding History

WJ 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
Q2 		$709K Buy
737
+5
+0.7% +$5.17K 0.52% 58
2026
Q1 		$704K Sell
732
-18
-2% -$18.9K 0.57% 52
2025
Q4 		$803K Hold
750
– – 0.71% 38
2025
Q3 		$874K Buy
+750
New +$838K 0.85% 34

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

WJ Financial Advisors's BLK Position: Q2 2026 in Review

WJ Financial Advisors increased its Blackrock (BLK) stake by 0.68% in Q2 2026, buying an estimated $5.17K and bringing the position to 737 shares worth $709K. The position accounts for 0.52% of the portfolio, ranked #58.

WJ Financial Advisors first reported a position in BLK in Q3 2025 and has held it in 4 quarters since. The position peaked at $874K in Q3 2025. 2,325 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • WJ Financial Advisors held 737 shares of Blackrock worth $709K as of Q2 2026.
  • WJ Financial Advisors bought 5 Blackrock shares in Q2 2026, an estimated $5.17K.
  • Blackrock made up 0.52% of WJ Financial Advisors's portfolio in Q2 2026, its #58 holding.
  • WJ Financial Advisors first reported a position in Blackrock in Q3 2025 and has held it in 4 quarters since.
  • WJ Financial Advisors's Blackrock position peaked at $874K in Q3 2025.
  • 2,325 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.