BLK · News · 20260901N

Distribution Channels Expansion

BlackRock, Inc. · 2026-09-01 · Importance 34 · Surprise 42 · No source text

Orion added BlackRock model portfolios to its Tailored Allocation Portfolios offering alongside portfolios from Fidelity Investments and Vanguard. Advisors can access the portfolios through Orion’s Custom Indexing technology, which provides tax management and personalized investing at scale. The arrangement expands BlackRock’s distribution reach through Orion’s advisor platform and gives advisors access to model portfolios from three of the largest U.S. asset managers.

Key facts

• BlackRock increased its holdings in Mission Produce by 1,286,263 shares (a 36.9% increase) in the second quarter, bringing total holdings to 4,775,250 shares valued at $56.3 million, representing 5.41% of the company. source
• BlackRock increased its stake in Eikon Therapeutics by 962,046 shares (a 29% increase), bringing its total to 4.28 million shares valued at approximately $55.9 million. source
• BlackRock acquired 830,375 shares of Southern First Bancshares, Inc. in the second quarter, valued at approximately $50.74 million, giving BlackRock an 8.78% stake in the company. source
• BlackRock acquired a new stake of 313,462 shares in Resolute Holdings Management, valued at approximately $45.3 million, making it 3.79% of the company. source
• BlackRock acquired 2.38 million shares of Mama's Creations, valued at approximately $42.5 million, representing 5.81% of the company. source
• BlackRock purchased 2,336,239 shares of Colony Bankcorp during the second quarter, valued at approximately $46.935 million, now owning 11.04% of the company. source
• BlackRock purchased 1,822,242 shares of Alerus Financial, valued at approximately $56.67 million, now owning 7.32% of the company. source
• BlackRock acquired 950,933 shares of Forum Energy Technologies, valued at approximately $47.76 million, owning about 8.46% of the company. source

Impact estimates