JFS Wealth Advisors’s Blackbaud BLKB Stock Holding History

JFS Wealth Advisors’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
2026 Q2	$356	Buy	12 +8	+200%	+$263	﹤0.01%	2029
2026 Q1	$155	Sell	4 -10	-71%	-$499	﹤0.01%	1830
2025 Q4	$887	Sell	14 -2	-13%	-$124	﹤0.01%	1725
2025 Q3	$1.03K	Sell	16 -1	-6%	-$66	﹤0.01%	1621
2025 Q2	$1.09K	Buy	17 +12	+240%	+$750	﹤0.01%	1552
2025 Q1	$311	Sell	5 -11	-69%	-$782	﹤0.01%	1811
2024 Q4	$1.18K	Hold	16	–	–	﹤0.01%	1638
2024 Q3	$1.35K	Buy	16 +6	+60%	+$478	﹤0.01%	1622
2024 Q2	$762	Buy	10 +6	+150%	+$462	﹤0.01%	1727
2024 Q1	$297	Sell	4 -18	-82%	-$1.38K	﹤0.01%	1860
2023 Q4	$1.91K	Hold	22	–	–	﹤0.01%	1462
2023 Q3	$1.55K	Hold	22	–	–	﹤0.01%	1460
2023 Q2	$1.57K	Hold	22	–	–	﹤0.01%	1474
2023 Q1	$1.52K	Sell	22 -3	-12%	-$180	﹤0.01%	1459
2022 Q4	$1.47K	Sell	25 -1	-4%	-$56	﹤0.01%	1485
2022 Q3	$1K	Buy	26 +22	+550%	+$1.19K	﹤0.01%	1487
2022 Q2	$0	Sell	4 -12	-75%	-$697	﹤0.01%	1749
2022 Q1	$1K	Buy	16 +7	+78%	+$457	﹤0.01%	1583
2021 Q4	$1K	Buy	+9	New	+$695	﹤0.01%	1271

Other funds holding BLKB

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Andrew Hill Investment Advisors Naples, Florida $135M AUM 50.1% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return