EF
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Evanson Financial’s BlackLine BL Stock Holding History

Evanson Financial’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 		$206K Buy
+7,350
New +$220K 0.01% 314

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 $3.37T AUM 44.26% 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

Evanson Financial's BL Position: Q2 2026 in Review

Evanson Financial opened a new position in BlackLine (BL) in Q2 2026: 7,350 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #314 among its holdings.

246 funds tracked by Wall St. Rank hold BL as of Q2 2026.

  • Evanson Financial held 7,350 shares of BlackLine worth $206K as of Q2 2026.
  • BlackLine was a new Evanson Financial position in Q2 2026.
  • BlackLine made up 0.01% of Evanson Financial's portfolio in Q2 2026, its #314 holding.
  • 246 funds tracked by Wall St. Rank held BlackLine as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.