Cetera Investment Advisers
BL icon

Cetera Investment Advisers’s BlackLine BL Stock Holding History

Cetera Investment Advisers’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
Q1 		$363K Sell
9,798
-4,511
-32% -$194K ﹤0.01% 3819
2025
Q4 		$791K Sell
14,309
-1,749
-11% -$96.3K ﹤0.01% 3036
2025
Q3 		$853K Buy
16,058
+9,965
+164% +$538K ﹤0.01% 2905
2025
Q2 		$345K Buy
6,093
+29
+0.5% +$1.5K ﹤0.01% 3276
2025
Q1 		$294K Buy
6,064
+935
+18% +$51.2K ﹤0.01% 3281
2024
Q4 		$312K Sell
5,129
-264
-5% -$15.7K ﹤0.01% 3094
2024
Q3 		$297K Sell
5,393
-20,308
-79% -$1,000K ﹤0.01% 3072
2024
Q2 		$1.25M Buy
25,701
+1,357
+6% +$74.5K ﹤0.01% 1916
2024
Q1 		$1.57M Buy
+24,344
New +$1.48M ﹤0.01% 1736
2023
Q3 		– Sell
-3,764
Closed -$203K – 2214
2023
Q2 		$203K Buy
3,764
+15
+0.4% +$833 ﹤0.01% 1980
2023
Q1 		$252K Sell
3,749
-513
-12% -$35.4K ﹤0.01% 1813
2022
Q4 		$287K Buy
+4,262
New +$264K ﹤0.01% 1692
2022
Q2 		– Sell
-2,808
Closed -$206K – 1829
2022
Q1 		$206K Buy
2,808
+83
+3% +$6.71K ﹤0.01% 1695
2021
Q4 		$282K Sell
2,725
-249
-8% -$28.9K ﹤0.01% 1523
2021
Q3 		$351K Buy
2,974
+119
+4% +$13.7K 0.01% 1334
2021
Q2 		$318K Buy
+2,855
New +$312K 0.01% 1377
2021
Q1 		– Sell
-1,687
Closed -$225K – 1608
2020
Q4 		$225K Buy
+1,687
New +$188K ﹤0.01% 1399

Other funds holding BL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FP
Fivespan Partners San Francisco, California $377M AUM
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Cetera Investment Advisers's BL Position: Q1 2026 in Review

Cetera Investment Advisers reduced its BlackLine (BL) stake by 32% in Q1 2026, selling an estimated $194K and leaving 9,798 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #3819.

Cetera Investment Advisers first reported a position in BL in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.57M in Q1 2024. 277 funds tracked by Wall St. Rank hold BL as of Q1 2026.

  • Cetera Investment Advisers held 9,798 shares of BlackLine worth $363K as of Q1 2026.
  • Cetera Investment Advisers sold 4,511 BlackLine shares in Q1 2026, an estimated $194K.
  • BlackLine made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3819 holding.
  • Cetera Investment Advisers first reported a position in BlackLine in Q4 2020 and has held it in 17 quarters since.
  • Cetera Investment Advisers's BlackLine position peaked at $1.57M in Q1 2024.
  • 277 funds tracked by Wall St. Rank held BlackLine as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.