LFG
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Larson Financial Group’s BlackLine BL Stock Holding History

Larson Financial Group’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 		$786 Buy
+28
New +$837 ﹤0.01% 3388
2025
Q3 		– Sell
-2
Closed -$113 – 3457
2025
Q2 		$113 Sell
2
-201
-99% -$10.4K ﹤0.01% 3146
2025
Q1 		$9.83K Buy
203
+200
+6,667% +$11K ﹤0.01% 1641
2024
Q4 		$182 Hold
3
– – ﹤0.01% 2464
2024
Q3 		$165 Hold
3
– – ﹤0.01% 2421
2024
Q2 		$145 Buy
+3
New +$165 ﹤0.01% 2164
2023
Q4 		– Sell
-23
Closed -$1.28K – 1808
2023
Q3 		$1.28K Buy
+23
New +$1.26K ﹤0.01% 1449

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 $3.37T AUM 44.26% 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

Larson Financial Group's BL Position: Q2 2026 in Review

Larson Financial Group opened a new position in BlackLine (BL) in Q2 2026: 28 shares worth $786. The stake represents ﹤0.01% of the portfolio and ranks #3388 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in BL as recently as Q2 2025.

Larson Financial Group first reported a position in BL in Q3 2023 and has held it in 7 quarters since. The position peaked at $9.83K in Q1 2025. 246 funds tracked by Wall St. Rank hold BL as of Q2 2026.

  • Larson Financial Group held 28 shares of BlackLine worth $786 as of Q2 2026.
  • BlackLine was a new Larson Financial Group position in Q2 2026.
  • BlackLine made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3388 holding.
  • Larson Financial Group first reported a position in BlackLine in Q3 2023 and has held it in 7 quarters since.
  • Larson Financial Group's BlackLine position peaked at $9.83K in Q1 2025.
  • 246 funds tracked by Wall St. Rank held BlackLine as of Q2 2026.

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