LPL Financial
BLNE

LPL Financial’s Beeline Holdings BLNE Stock Holding History

LPL Financial’s Portfolio BLNE Stock Details BLNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$189K Buy
80,383
+63,250
+369% +$175K ﹤0.01% 5518
2025
Q4 		$29.5K Buy
+17,133
New +$41.6K ﹤0.01% 5768
2021
Q3 		– Sell
-75
Closed -$42K – 4435
2021
Q2 		$42K Hold
75
– – ﹤0.01% 4158
2021
Q1 		$28K Hold
75
– – ﹤0.01% 4033
2020
Q4 		$19K Hold
75
– – ﹤0.01% 3783
2020
Q3 		$17K Buy
+75
New +$18.6K ﹤0.01% 3514

Other funds holding BLNE

AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
CC
Centiva Capital New York $13.6B AUM 20% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial's BLNE Position: Q1 2026 in Review

LPL Financial increased its Beeline Holdings (BLNE) stake by 369% in Q1 2026, buying an estimated $175K and bringing the position to 80,383 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #5518.

LPL Financial first reported a position in BLNE in Q3 2020 and has held it in 6 quarters since. 39 funds tracked by Wall St. Rank hold BLNE as of Q1 2026.

  • LPL Financial held 80,383 shares of Beeline Holdings worth $189K as of Q1 2026.
  • LPL Financial bought 63,250 Beeline Holdings shares in Q1 2026, an estimated $175K.
  • Beeline Holdings made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5518 holding.
  • LPL Financial first reported a position in Beeline Holdings in Q3 2020 and has held it in 6 quarters since.
  • 39 funds tracked by Wall St. Rank held Beeline Holdings as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.