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Blackrock shares owned by Legacy Financial Advisors

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

Historical chart of Legacy Financial Advisors investment in Blackrock

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

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Quarterly reported holdings in Blackrock by Legacy Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $820k 703 1166.38
2025-06-30 $932k 888 1049.60
2025-03-31 $635k 671 946.85
2024-12-31 $723k 706 1024.54
2024-09-30 $624k 658 948.95

More positions owned by Legacy Financial Advisors

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Franklin International Core Dividend Tilt Index Fund Etf (DIVI)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Wisdomtree True Emerging Markets Fund Etf (XC)
Nvidia Corp Stock (NVDA)
Apple Stock (AAPL)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Natixis Gateway Quality Income Etf Etf (GQI)
Wisdomtree U.s. Quality Growth Fund Etf (QGRW)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Microsoft Stock (MSFT)
Ishares Core Dividend Growth Etf Etf (DGRO)
Procter And Gamble Stock (PG)
Jpmorgan Municipal Etf Etf (JMUB)
Jpmorgan Chase & Co Stock (JPM)

View all positions for Legacy Financial Advisors

Top funds holding Blackrock

Vanguard Group
BlackRock
State Street Corporation
Temasek Holdings
Capital Research Global Investors
Morgan Stanley
Capital World Investors
Geode Capital Management
Wells Fargo & Company
FMR
Fisher Investments
Capital Research and Management Company - Division 3
Franklin Resources
Ameriprise Financial
Northern Trust

View all funds holding Blackrock