JWA
BLKB icon

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

CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
JT
Jupiter Topco New York $245B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

JFS Wealth Advisors increased its Blackbaud (BLKB) stake by 200% in Q2 2026, buying an estimated $263 and bringing the position to 12 shares worth $356. The position accounts for ﹤0.01% of the portfolio, ranked #2029.

JFS Wealth Advisors first reported a position in BLKB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.91K in Q4 2023. 283 funds tracked by Wall St. Rank hold BLKB as of Q2 2026.

  • JFS Wealth Advisors held 12 shares of Blackbaud worth $356 as of Q2 2026.
  • JFS Wealth Advisors bought 8 Blackbaud shares in Q2 2026, an estimated $263.
  • Blackbaud made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2029 holding.
  • JFS Wealth Advisors first reported a position in Blackbaud in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Blackbaud position peaked at $1.91K in Q4 2023.
  • 283 funds tracked by Wall St. Rank held Blackbaud as of Q2 2026.

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