JWA
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JFS Wealth Advisors’s BlackLine BL Stock Holding History

JFS 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 		$225 Buy
+8
New +$239 ﹤0.01% 2129
2025
Q2 		– Sell
-8
Closed -$388 – 1883
2025
Q1 		$388 Hold
8
– – ﹤0.01% 1797
2024
Q4 		$487 Hold
8
– – ﹤0.01% 1783
2024
Q3 		$442 Buy
8
+7
+700% +$345 ﹤0.01% 1813
2024
Q2 		$49 Hold
1
– – ﹤0.01% 1958
2024
Q1 		$65 Buy
+1
New +$61 ﹤0.01% 1969
2022
Q2 		– Sell
-33
Closed -$2K – 1747
2022
Q1 		$2K Buy
+33
New +$2.67K ﹤0.01% 1378

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

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

JFS Wealth Advisors opened a new position in BlackLine (BL) in Q2 2026: 8 shares worth $225. The stake represents ﹤0.01% of the portfolio and ranks #2129 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in BL as recently as Q1 2025.

JFS Wealth Advisors first reported a position in BL in Q1 2022 and has held it in 7 quarters since. The position peaked at $2K in Q1 2022. 246 funds tracked by Wall St. Rank hold BL as of Q2 2026.

  • JFS Wealth Advisors held 8 shares of BlackLine worth $225 as of Q2 2026.
  • BlackLine was a new JFS Wealth Advisors position in Q2 2026.
  • BlackLine made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2129 holding.
  • JFS Wealth Advisors first reported a position in BlackLine in Q1 2022 and has held it in 7 quarters since.
  • JFS Wealth Advisors's BlackLine position peaked at $2K in Q1 2022.
  • 246 funds tracked by Wall St. Rank held BlackLine as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.