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
Q2 		$140K Buy
114,383
+34,000
+42% +$55.9K ﹤0.01% 5852
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $125M AUM 8.69% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

LPL Financial's BLNE Position: Q2 2026 in Review

LPL Financial increased its Beeline Holdings (BLNE) stake by 42% in Q2 2026, buying an estimated $55.9K and bringing the position to 114,383 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #5852.

LPL Financial first reported a position in BLNE in Q3 2020 and has held it in 7 quarters since. The position peaked at $189K in Q1 2026. 38 funds tracked by Wall St. Rank hold BLNE as of Q2 2026.

  • LPL Financial held 114,383 shares of Beeline Holdings worth $140K as of Q2 2026.
  • LPL Financial bought 34,000 Beeline Holdings shares in Q2 2026, an estimated $55.9K.
  • Beeline Holdings made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5852 holding.
  • LPL Financial first reported a position in Beeline Holdings in Q3 2020 and has held it in 7 quarters since.
  • LPL Financial's Beeline Holdings position peaked at $189K in Q1 2026.
  • 38 funds tracked by Wall St. Rank held Beeline Holdings as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.