Avantax Advisory Services’s Bridgeline Digital BLIN Stock Holding History

Avantax Advisory Services’s Portfolio BLIN Stock Details BLIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$13.9K	Sell	10,000 -1,000	-9%	-$1.63K	﹤0.01%	2350
2025 Q1	$16.3K	Buy	+11,000	New	+$18.2K	﹤0.01%	2219
2022 Q4	–	Sell	-14,000	Closed	-$18K	–	1428
2022 Q3	$18K	Buy	+14,000	New	+$19.4K	﹤0.01%	1317

Other funds holding BLIN

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Avantax Advisory Services's BLIN Position: Q2 2025 in Review

Avantax Advisory Services reduced its Bridgeline Digital (BLIN) stake by 9.1% in Q2 2025, selling an estimated $1.63K and leaving 10,000 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2350.

Avantax Advisory Services first reported a position in BLIN in Q3 2022 and has held it in 3 quarters since. The position peaked at $18K in Q3 2022. 13 funds tracked by Wall St. Rank hold BLIN as of Q2 2025.

Avantax Advisory Services held 10,000 shares of Bridgeline Digital worth $13.9K as of Q2 2025.
Avantax Advisory Services sold 1,000 Bridgeline Digital shares in Q2 2025, an estimated $1.63K.
Bridgeline Digital made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2350 holding.
Avantax Advisory Services first reported a position in Bridgeline Digital in Q3 2022 and has held it in 3 quarters since.
Avantax Advisory Services's Bridgeline Digital position peaked at $18K in Q3 2022.
13 funds tracked by Wall St. Rank held Bridgeline Digital as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.