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KAS
Kestra Advisory Services’s
BlackLine
BL
Stock Holding History
Kestra Advisory Services’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
–
Sell
-504
Closed
-$27.9K
–
3264
2025
Q4
$27.9K
Buy
+504
New
+$27.8K
﹤0.01%
4329
2023
Q1
–
Sell
-3,157
Closed
-$212K
–
2088
2022
Q4
$212K
Buy
+3,157
New
+$196K
﹤0.01%
1983
2022
Q2
–
Sell
-2,986
Closed
-$219K
–
2140
2022
Q1
$219K
Buy
2,986
+807
+37%
+$65.3K
﹤0.01%
1794
2021
Q4
$226K
Buy
2,179
+60
+3%
+$6.96K
﹤0.01%
1803
2021
Q3
$250K
Buy
2,119
+132
+7%
+$15.2K
﹤0.01%
1816
2021
Q2
$221K
Sell
1,987
-467
-19%
-$51K
﹤0.01%
1791
2021
Q1
$266K
Buy
+2,454
New
+$306K
﹤0.01%
1534
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
Sign up
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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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