Global Retirement Partners’s Blackbaud BLKB Stock Holding History

Global Retirement Partners’s Portfolio BLKB Stock Details BLKB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$74.3K	Buy	1,173 +1,108	+1,705%	+$68.5K	﹤0.01%	2102
2025 Q3	$4.18K	Buy	65 +17	+35%	+$1.11K	﹤0.01%	3051
2025 Q2	$3.08K	Buy	+48	New	+$3K	﹤0.01%	3081
2024 Q4	$3.55K	Sell	48 -20	-29%	-$1.64K	﹤0.01%	2845
2024 Q3	$5.76K	Hold	68	–	–	﹤0.01%	2508
2024 Q2	$5.18K	Buy	68 +60	+750%	+$4.62K	﹤0.01%	2599
2024 Q1	$593	Hold	8	–	–	﹤0.01%	3096
2023 Q4	$646	Hold	8	–	–	﹤0.01%	3010
2023 Q3	$557	Hold	8	–	–	﹤0.01%	2929
2023 Q2	$569	Hold	8	–	–	﹤0.01%	2925
2023 Q1	$539	Hold	8	–	–	﹤0.01%	2902
2022 Q4	$471	Hold	8	–	–	﹤0.01%	2772
2022 Q3	$0	Sell	8 -3	-27%	-$162	﹤0.01%	2700
2022 Q2	$1K	Hold	11	–	–	﹤0.01%	2364
2022 Q1	$1K	Buy	+11	New	+$717	﹤0.01%	2322

Other funds holding BLKB

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return