Planning Strategies Inc.’s Blackrock BLK Stock Holding History

Planning Strategies Inc.’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	$41.3K	Buy	+43	New	+$44.5K	0.03%	175

Other funds holding BLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Planning Strategies Inc.'s BLK Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Blackrock (BLK) in Q2 2026: 43 shares worth $41.3K. The stake represents 0.03% of the portfolio and ranks #175 among its holdings.

865 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Planning Strategies Inc. held 43 shares of Blackrock worth $41.3K as of Q2 2026.
Blackrock was a new Planning Strategies Inc. position in Q2 2026.
Blackrock made up 0.03% of Planning Strategies Inc.'s portfolio in Q2 2026, its #175 holding.
865 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.