Jones Financial Companies
BL icon

Jones Financial Companies’s BlackLine BL Stock Holding History

Jones Financial Companies’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 		$6.15K Sell
217
-116
-35% -$3.47K ﹤0.01% 4010
2026
Q1 		$12K Buy
333
+59
+22% +$2.54K ﹤0.01% 3512
2025
Q4 		$15.1K Hold
274
– – ﹤0.01% 3048
2025
Q3 		$14.5K Sell
274
-418
-60% -$22.6K ﹤0.01% 2934
2025
Q2 		$39.2K Buy
692
+330
+91% +$17K ﹤0.01% 2320
2025
Q1 		$17.7K Buy
362
+33
+10% +$1.81K ﹤0.01% 2482
2024
Q4 		$20K Buy
329
+148
+82% +$8.83K ﹤0.01% 2263
2024
Q3 		$9.57K Buy
+181
New +$8.91K ﹤0.01% 2223
2022
Q1 		– Sell
-32
Closed -$3K – 697
2021
Q4 		$3K Buy
+32
New +$3.71K ﹤0.01% 689

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 $3.38T AUM 44.17% 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

Jones Financial Companies's BL Position: Q2 2026 in Review

Jones Financial Companies reduced its BlackLine (BL) stake by 35% in Q2 2026, selling an estimated $3.47K and leaving 217 shares worth $6.15K. The position accounts for ﹤0.01% of the portfolio, ranked #4010.

Jones Financial Companies first reported a position in BL in Q4 2021 and has held it in 9 quarters since. The position peaked at $39.2K in Q2 2025. 247 funds tracked by Wall St. Rank hold BL as of Q2 2026.

  • Jones Financial Companies held 217 shares of BlackLine worth $6.15K as of Q2 2026.
  • Jones Financial Companies sold 116 BlackLine shares in Q2 2026, an estimated $3.47K.
  • BlackLine made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4010 holding.
  • Jones Financial Companies first reported a position in BlackLine in Q4 2021 and has held it in 9 quarters since.
  • Jones Financial Companies's BlackLine position peaked at $39.2K in Q2 2025.
  • 247 funds tracked by Wall St. Rank held BlackLine as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.