Bell Investment Advisors’s Blackbaud BLKB Stock Holding History

Bell Investment Advisors’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
2026 Q1	$425	Buy	+11	New	+$549	﹤0.01%	1798
2025 Q4	–	Sell	-35	Closed	-$2.25K	–	1820
2025 Q3	$2.25K	Hold	35	–	–	﹤0.01%	1298
2025 Q2	$2.25K	Hold	35	–	–	﹤0.01%	1327
2025 Q1	$2.17K	Hold	35	–	–	﹤0.01%	1283
2024 Q4	$2.59K	Hold	35	–	–	﹤0.01%	1228
2024 Q3	$2.96K	Hold	35	–	–	﹤0.01%	1186
2024 Q2	$2.67K	Hold	35	–	–	﹤0.01%	1238
2024 Q1	$2.6K	Hold	35	–	–	﹤0.01%	1228
2023 Q4	$3.04K	Sell	35 -7	-17%	-$530	﹤0.01%	1142
2023 Q3	$2.95K	Sell	42 -11	-21%	-$810	﹤0.01%	1090
2023 Q2	$3.77K	Buy	53 +7	+15%	+$492	﹤0.01%	967
2023 Q1	$3.19K	Buy	46 +13	+39%	+$779	﹤0.01%	1013
2022 Q4	$1.94K	Hold	33	–	–	﹤0.01%	1309
2022 Q3	$1K	Sell	33 -35	-51%	-$1.89K	﹤0.01%	1327
2022 Q2	$4K	Buy	+68	New	+$3.95K	﹤0.01%	774
2021 Q4	$5K	Hold	58	–	–	﹤0.01%	742
2021 Q3	$4K	Buy	+58	New	+$4.08K	﹤0.01%	774

Other funds holding BLKB

Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Geode Capital Management

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return