Birchbrook’s BlackLine BL Stock Holding History

Birchbrook’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	$2.81K	Hold	100	–	–	﹤0.01%	258
2026 Q1	$3.7K	Hold	100	–	–	﹤0.01%	241
2025 Q4	$5.53K	Hold	100	–	–	﹤0.01%	235
2025 Q3	$5.31K	Hold	100	–	–	﹤0.01%	213
2025 Q2	$5.66K	Hold	100	–	–	﹤0.01%	211
2025 Q1	$4.84K	Hold	100	–	–	﹤0.01%	210
2024 Q4	$6.08K	Hold	100	–	–	﹤0.01%	222
2024 Q3	$5.51K	Hold	100	–	–	﹤0.01%	210
2024 Q2	$4.84K	Hold	100	–	–	﹤0.01%	215
2024 Q1	$6.46K	Hold	100	–	–	﹤0.01%	212
2023 Q4	$6.24K	Buy	+100	New	+$5.65K	﹤0.01%	229

Other funds holding BL

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return