Advocate Investing Services’s BlackLine BL Stock Holding History

Advocate Investing Services’s Portfolio BL Stock Details BL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$702	Hold	25	–	–	﹤0.01%	429
2026 Q1	$925	Hold	25	–	–	﹤0.01%	400
2025 Q4	$1.38K	Buy	+25	New	+$1.38K	﹤0.01%	370

Other funds holding BL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCG

Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fivespan Partners San Francisco, California $424M AUM

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Advocate Investing Services's BL Position: Q2 2026 in Review

Advocate Investing Services held its BlackLine (BL) position steady in Q2 2026 at 25 shares worth $702. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Advocate Investing Services first reported a position in BL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.38K in Q4 2025. 246 funds tracked by Wall St. Rank hold BL as of Q2 2026.

Advocate Investing Services held 25 shares of BlackLine worth $702 as of Q2 2026.
Advocate Investing Services left its BlackLine share count unchanged in Q2 2026.
BlackLine made up ﹤0.01% of Advocate Investing Services's portfolio in Q2 2026, its #429 holding.
Advocate Investing Services first reported a position in BlackLine in Q4 2025 and has held it in 3 quarters since.
Advocate Investing Services's BlackLine position peaked at $1.38K in Q4 2025.
246 funds tracked by Wall St. Rank held BlackLine as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.