Montrusco Bolton Investments 13F: Exits BlackRock (BLK) Stake
Montrusco Bolton Investments sold its entire stake in BlackRock, Inc., exiting 43,323 shares.
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Montrusco Bolton Investments sold its entire stake of 43,323 shares in BlackRock, Inc. ($BLK), according to a 13F filing with the SEC dated October 13, 2026.
Since the filing, $BLK is up 6.4% to date (from the $1,066.12 close on Oct 13, 2026).
Find the original: Montrusco Bolton Investments 13F filings on SEC EDGAR
BLK
BlackRock, Inc.
Key Points
- Montrusco Bolton Investments sold all 43,323 shares of BlackRock, Inc., exiting its position completely as of the latest SEC filing.
- BlackRock, Inc. has a market cap of $168.8 billion, a P/E ratio of 26.1, and a 52-week range between $917.39 and $1,219.94.
- The company offers a dividend yield of 2.14% with an annual payout of $22.92 per share and a strong buy consensus among analysts.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated BlackRock, Inc. alert may contain errors. Disclosures
Montrusco Bolton Investments has decided to sell out its entire position in BlackRock, Inc. (NYSE:BLK), according to a recent SEC filing. The investment firm offloaded all 43,323 shares it held, marking a complete exit from its stake in the asset management giant.
Montrusco Bolton Investments vs. the S&P 500
Hypothetical returns from Montrusco Bolton Investments's disclosed trades, not real profit or advice. How we model this.
What Changed in Montrusco Bolton Investments' BlackRock Position
Montrusco Bolton Investments previously owned 43,323 shares of BlackRock, Inc. The firm has now entirely sold out its stake, reducing its holdings by 100% as reflected in the latest Form 13F filing.
BlackRock, Inc. Stock Up 5.1%
Shares of BlackRock, Inc. are currently trading on the NYSE, with a market capitalization of approximately $168.8 billion. The company's price-to-earnings ratio stands at 26.1, and its forward P/E ratio is 17.0. BlackRock has exhibited a beta of 1.43, indicating its volatility compared to the market. The stock's 52-week low is $917.39, while its high is $1,219.94. The 50-day moving average is $1,107.39, and the 200-day moving average is $1,061.41.
Recent Earnings
BlackRock, Inc. reported revenues of $27.3 billion, with a revenue growth rate of 30.6%. The company's net margin is 24.1%, and it boasts a return on equity of 12.3%. The next earnings report is scheduled for October 14, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
6 target raises vs 1 cuts.
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EPS & revenue
EPS beat estimates by 7.5%. Revenue beat estimates by 3.7%.
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Profit surprise
EBITDA missed by 5 percent. Operating income missed by 10 percent.
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Pre-earnings setup
Bar was high, analysts already very bullish.
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Analyst signal
6 target raises, 1 target cut.
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Earnings quality
Gross margin up 33.6 points. Operating margin up 2.3 points. Positive free cash flow.
Earnings Call Summary
BlackRock opened 2026 with one of its best quarters ever, generating one hundred thirty billion dollars in net inflows and eight percent organic base fee growth. Revenue jumped twenty-seven percent to six point seven billion dollars, driven by strong market performance, organic growth across ETFs and private markets, and the impact of acquisitions like HPS and Preqin. Management highlighted accelerating momentum in iShares, record Aperio flows of thirteen billion dollars, and strong institutional demand for private credit despite retail weakness. Larry Fink emphasized that clients are consolidating relationships with fewer managers and choosing BlackRock for its integrated public and private markets platform at global scale.
Guidance BlackRock did not provide new forward guidance in this call. Management reaffirmed its 2030 plan to deliver organic base fee growth of five percent or higher through a diversified public and private markets platform. They expect to continue targeting an adjusted operating margin of forty-five percent or greater, with recurring fee-related earnings margins trending toward fifty percent as private markets scale.
Slightly positive report. The quarter was acceptable, but the forward setup is not strong.
Dividend
BlackRock offers an annual dividend rate of $22.92, yielding 2.14%. The payout ratio is 52.4%, reflecting the portion of earnings paid out as dividends. This makes it an attractive option for income-seeking investors.
About BlackRock, Inc.
BlackRock, Inc., based in New York City, is a leading global investment management firm. It provides a wide range of services including asset management, risk management, and advisory services to institutional and retail clients worldwide. The firm, led by CEO Laurence Fink, manages a diverse portfolio of investment options, including mutual funds, ETFs, and alternative investment vehicles.
Bottom Line
Montrusco Bolton Investments' decision to exit its position in BlackRock, Inc. highlights the dynamic nature of institutional investments. As of their most recent filing, they no longer hold shares in the company. BlackRock remains a significant player in the asset management industry, with robust financial metrics and a strong analyst consensus. Investors often keep a close eye on such filings to gauge institutional sentiment and market trends.
Related Filing Alerts
Source: Montrusco Bolton Investments's 13F filing on $BLK (Oct 13, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Montrusco Bolton Investments 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts