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Avantax Advisory Services’s Blackbaud BLKB Stock Holding History

Avantax Advisory Services’s Portfolio BLKB Stock Details BLKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$781K Buy
12,168
+352
+3% +$22K ﹤0.01% 1314
2025
Q1 		$733K Buy
11,816
+210
+2% +$14.9K ﹤0.01% 1264
2024
Q4 		$858K Sell
11,606
-1,114
-9% -$91.1K 0.01% 1114
2024
Q3 		$1.08M Sell
12,720
-139
-1% -$11.1K 0.01% 978
2024
Q2 		$979K Buy
+12,859
New +$991K 0.01% 989

Other funds holding BLKB

CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

Avantax Advisory Services increased its Blackbaud (BLKB) stake by 3% in Q2 2025, buying an estimated $22K and bringing the position to 12,168 shares worth $781K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

Avantax Advisory Services first reported a position in BLKB in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.08M in Q3 2024. 288 funds tracked by Wall St. Rank hold BLKB as of Q2 2025.

  • Avantax Advisory Services held 12,168 shares of Blackbaud worth $781K as of Q2 2025.
  • Avantax Advisory Services bought 352 Blackbaud shares in Q2 2025, an estimated $22K.
  • Blackbaud made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1314 holding.
  • Avantax Advisory Services first reported a position in Blackbaud in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Blackbaud position peaked at $1.08M in Q3 2024.
  • 288 funds tracked by Wall St. Rank held Blackbaud as of Q2 2025.

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