XF
BLK icon

XML Financial’s Blackrock BLK Stock Holding History

XML Financial’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 		$330K Buy
343
+12
+4% +$12.4K 0.02% 351
2026
Q1 		$318K Sell
331
-202
-38% -$213K 0.03% 332
2025
Q4 		$571K Buy
533
+125
+31% +$137K 0.05% 238
2025
Q3 		$476K Sell
408
-63
-13% -$70.4K 0.04% 256
2025
Q2 		$494K Hold
471
– – 0.04% 241
2025
Q1 		$446K Sell
471
-49
-9% -$48K 0.04% 238
2024
Q4 		$533K Buy
520
+26
+5% +$26.4K 0.05% 223
2024
Q3 		$469K Buy
494
+21
+4% +$18.2K 0.04% 238
2024
Q2 		$372K Buy
473
+12
+3% +$9.36K 0.04% 252
2024
Q1 		$384K Buy
461
+50
+12% +$40.2K 0.04% 249
2023
Q4 		$333K Buy
411
+55
+15% +$38.4K 0.04% 254
2023
Q3 		$230K Buy
356
+8
+2% +$5.59K 0.03% 285
2023
Q2 		$240K Buy
348
+29
+9% +$19.4K 0.03% 298
2023
Q1 		$213K Buy
319
+1
+0.3% +$704 0.03% 305
2022
Q4 		$226K Buy
+318
New +$212K 0.03% 296
2022
Q2 		– Sell
-271
Closed -$207K – 243
2022
Q1 		$207K Buy
+271
New +$212K 0.02% 306

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

XML Financial's BLK Position: Q2 2026 in Review

XML Financial increased its Blackrock (BLK) stake by 3.6% in Q2 2026, buying an estimated $12.4K and bringing the position to 343 shares worth $330K. The position accounts for 0.02% of the portfolio, ranked #351.

XML Financial first reported a position in BLK in Q1 2022 and has held it in 16 quarters since. The position peaked at $571K in Q4 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • XML Financial held 343 shares of Blackrock worth $330K as of Q2 2026.
  • XML Financial bought 12 Blackrock shares in Q2 2026, an estimated $12.4K.
  • Blackrock made up 0.02% of XML Financial's portfolio in Q2 2026, its #351 holding.
  • XML Financial first reported a position in Blackrock in Q1 2022 and has held it in 16 quarters since.
  • XML Financial's Blackrock position peaked at $571K in Q4 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.