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Blackrock shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Blackrock (BLK) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Blackrock

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All positions including Blackrock held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.4M 2.2k 1070.10
2025-09-30 $1.2M 1.0k 1165.30
2025-06-30 $743k 709 1048.51
2025-03-31 $780k 825 945.87
2024-12-31 $974k 950 1025.65