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Capital Advisors Ltd’s BlackLine BL Stock Holding History

Capital Advisors Ltd’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 		– Sell
-5
Closed – – 1374
2026
Q1 		$0 Hold
5
– – ﹤0.01% 1372
2025
Q4 		$0 Hold
5
– – ﹤0.01% 1357
2025
Q3 		$0 Hold
5
– – ﹤0.01% 1361
2025
Q2 		$0 Buy
+5
New +$258 ﹤0.01% 1351
2023
Q2 		– Sell
-13
Closed -$1K – 1299
2023
Q1 		$1K Hold
13
– – ﹤0.01% 989
2022
Q4 		$1K Sell
13
-19
-59% -$1.18K ﹤0.01% 949
2022
Q3 		$2K Buy
32
+19
+146% +$1.27K ﹤0.01% 811
2022
Q2 		$1K Buy
+13
New +$890 ﹤0.01% 726

Other funds holding BL

YIH
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
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Capital Advisors Ltd's BL Position: Q2 2026 in Review

Capital Advisors Ltd sold out of BlackLine (BL) in Q2 2026, closing a stake of 5 shares.

Capital Advisors Ltd first reported a position in BL in Q2 2022 and held it in 8 quarters. The position peaked at $2K in Q3 2022. 16 funds tracked by Wall St. Rank hold BL as of Q2 2026.

  • Capital Advisors Ltd reported no remaining BlackLine position as of Q2 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 5 BlackLine shares in Q2 2026.
  • Capital Advisors Ltd first reported a position in BlackLine in Q2 2022 and held it in 8 quarters.
  • Capital Advisors Ltd's BlackLine position peaked at $2K in Q3 2022.
  • 16 funds tracked by Wall St. Rank held BlackLine as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.