EWA
BL icon

EverSource Wealth Advisors’s BlackLine BL Stock Holding History

EverSource Wealth 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 		$15.4K Buy
549
+422
+332% +$12.6K ﹤0.01% 2628
2026
Q1 		$4.7K Buy
127
+39
+44% +$1.68K ﹤0.01% 3295
2025
Q4 		$4.87K Sell
88
-25
-22% -$1.38K ﹤0.01% 3135
2025
Q3 		$6K Sell
113
-115
-50% -$6.21K ﹤0.01% 3077
2025
Q2 		$12.9K Buy
228
+177
+347% +$9.14K ﹤0.01% 2637
2025
Q1 		$2.47K Sell
51
-2
-4% -$110 ﹤0.01% 2838
2024
Q4 		$3.22K Buy
53
+42
+382% +$2.5K ﹤0.01% 2532
2024
Q3 		$607 Hold
11
– – ﹤0.01% 2829
2024
Q2 		$523 Buy
11
+7
+175% +$384 ﹤0.01% 2881
2024
Q1 		$232 Sell
4
-15
-79% -$910 ﹤0.01% 2790
2023
Q4 		$1.19K Buy
+19
New +$1.07K ﹤0.01% 2343

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

EverSource Wealth Advisors's BL Position: Q2 2026 in Review

EverSource Wealth Advisors increased its BlackLine (BL) stake by 332% in Q2 2026, buying an estimated $12.6K and bringing the position to 549 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2628.

EverSource Wealth Advisors first reported a position in BL in Q4 2023 and has held it in 11 quarters since. 247 funds tracked by Wall St. Rank hold BL as of Q2 2026.

  • EverSource Wealth Advisors held 549 shares of BlackLine worth $15.4K as of Q2 2026.
  • EverSource Wealth Advisors bought 422 BlackLine shares in Q2 2026, an estimated $12.6K.
  • BlackLine made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2628 holding.
  • EverSource Wealth Advisors first reported a position in BlackLine in Q4 2023 and has held it in 11 quarters since.
  • 247 funds tracked by Wall St. Rank held BlackLine as of Q2 2026.

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