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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Fivespan Partners San Francisco, California $377M AUM

First Manhattan

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

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