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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
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
New York
$5.7T AUM
30.48%
1-Year Est. Return
CCG
Clearlake Capital Group
Santa Monica, California
$680M AUM
30.34%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
FP
Fivespan Partners
San Francisco, California
$377M AUM
First Manhattan
New York
$36.1B AUM
11.5%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
IC
Iconiq Capital
San Francisco, California
$4.46B AUM
22.86%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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