BLK — BLACKROCK INC

Ownership history in RESOURCES MANAGEMENT CORP /CT/ /ADV  ·  28 quarters on record

AI Ownership Summary

RESOURCES MANAGEMENT CORP /CT/ /ADV reported BLACKROCK INC (BLK) in 28 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.0% in 2025 Q2. The latest visible filing shows BLK at 1.92% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BLK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RESOURCES MANAGEMENT CORP /CT/ /ADV's position in BLACKROCK INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BLK was reported at 1.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BLK stock page RESOURCES MANAGEMENT CORP /CT/ /ADV fund profile RESOURCES MANAGEMENT CORP /CT/ /ADV full holdings
How RESOURCES MANAGEMENT CORP /CT/ /ADV held BLK — position size vs. price
% of Fund (quarterly)    BLK price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 13,819 -21,164 -60.5% 1.92% $14.8M 2026-02-14 (Est.) $1065.58
2025 Q3 ADDED 34,983 +20,966 +149.6% 0.77% $6.0M 2025-11-14 $1046.99
2025 Q2 REDUCED 14,017 -14 -0.1% 2.00% $14.7M 2025-08-15 $1117.98
2025 Q1 REDUCED 14,031 -16 -0.1% 1.87% $13.3M 2025-05-16 $969.73
2024 Q4 REDUCED 14,047 -328 -2.3% 1.97% $14.4M 2025-02-14 $949.07
2024 Q3 ADDED 14,375 +124 +0.9% 1.84% $13.7M 2024-11-15 $1015.62
2024 Q2 REDUCED 14,251 -84 -0.6% 1.63% $11.2M 2024-08-14 $826.63
2024 Q1 ADDED 14,335 +13,523 +1665.4% 1.75% $12.0M 2024-05-15 $781.17
2023 Q4 REDUCED 812 -14,500 -94.7% 1.83% $12.4M 2024-02-14 $747.51
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BLK

As of 2026 Q1 — sorted by position size

BRADY FAMILY WEALTH, LLC 2.37% FRANKLIN STREET ADVISORS INC /NC 3Y 7Y 2.07% Stillwater Capital Advisors, LLC 3Y 7Y 2.04% Somerset Trust Co 3Y 7Y 1.4% Red Spruce Capital, LLC 3Y 1.31% Piscataqua Savings Bank 3Y 1.21% Salvus Wealth Management, LLC 3Y 0.93% Community Financial Services Group, LLC 3Y 7Y 0.93% Byrne Asset Management LLC 3Y 0.92% TOMPKINS FINANCIAL CORP 3Y 7Y 0.81%

FAQ About RESOURCES MANAGEMENT CORP /CT/ /ADV and BLK

These are the practical questions this page is built to answer before you even open the full history table.

How long has RESOURCES MANAGEMENT CORP /CT/ /ADV reported owning BLK?

RESOURCES MANAGEMENT CORP /CT/ /ADV reported BLK across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BLK position in RESOURCES MANAGEMENT CORP /CT/ /ADV's portfolio?

The largest reported portfolio weight for BLK was 2.00% in 2025 Q2.

What is the latest reported BLK position on this page?

The most recent filing on this page is 2025 Q4, when RESOURCES MANAGEMENT CORP /CT/ /ADV reported 13,819 shares, equal to 1.92% of portfolio, with an estimated market value of $14.8M.

What does the chart on this BLK ownership page compare?

The chart compares RESOURCES MANAGEMENT CORP /CT/ /ADV's quarterly BLK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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