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DHJJ Financial Advisors’s BlackLine BL Stock Holding History

DHJJ Financial Advisors’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 		$3.06K Hold
109
– – ﹤0.01% 709
2026
Q1 		$4.03K Sell
109
-27
-20% -$1.16K ﹤0.01% 681
2025
Q4 		$7.52K Hold
136
– – ﹤0.01% 596
2025
Q3 		$7.22K Hold
136
– – ﹤0.01% 582
2025
Q2 		$7.7K Hold
136
– – ﹤0.01% 571
2025
Q1 		$6.59K Hold
136
– – ﹤0.01% 546
2024
Q4 		$8.26K Hold
136
– – ﹤0.01% 514
2024
Q3 		$7.5K Hold
136
– – ﹤0.01% 520
2024
Q2 		$6.59K Sell
136
-20
-13% -$1.1K ﹤0.01% 493
2024
Q1 		$10.1K Hold
156
– – ﹤0.01% 449
2023
Q4 		$9.74K Hold
156
– – ﹤0.01% 446
2023
Q3 		$8.65K Buy
+156
New +$8.54K ﹤0.01% 448

Other funds holding BL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FP
Fivespan Partners San Francisco, California $424M AUM
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

DHJJ Financial Advisors's BL Position: Q2 2026 in Review

DHJJ Financial Advisors held its BlackLine (BL) position steady in Q2 2026 at 109 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

DHJJ Financial Advisors first reported a position in BL in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.1K in Q1 2024. 247 funds tracked by Wall St. Rank hold BL as of Q2 2026.

  • DHJJ Financial Advisors held 109 shares of BlackLine worth $3.06K as of Q2 2026.
  • DHJJ Financial Advisors left its BlackLine share count unchanged in Q2 2026.
  • BlackLine made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #709 holding.
  • DHJJ Financial Advisors first reported a position in BlackLine in Q3 2023 and has held it in 12 quarters since.
  • DHJJ Financial Advisors's BlackLine position peaked at $10.1K in Q1 2024.
  • 247 funds tracked by Wall St. Rank held BlackLine as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.