Physician Wealth Advisors’s BlackLine BL Stock Holding History

Physician Wealth Advisors’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	$983	Buy	35 +27	+338%	+$807	﹤0.01%	1845
2026 Q1	$296	Buy	+8	New	+$345	﹤0.01%	2007

Other funds holding BL

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 Malvern, Pennsylvania $2.22T AUM

Fivespan Partners San Francisco, California $424M AUM

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

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

Physician Wealth Advisors's BL Position: Q2 2026 in Review

Physician Wealth Advisors increased its BlackLine (BL) stake by 338% in Q2 2026, buying an estimated $807 and bringing the position to 35 shares worth $983. The position accounts for ﹤0.01% of the portfolio, ranked #1845.

Physician Wealth Advisors first reported a position in BL in Q1 2026 and has held it in 2 quarters since. 247 funds tracked by Wall St. Rank hold BL as of Q2 2026.

Physician Wealth Advisors held 35 shares of BlackLine worth $983 as of Q2 2026.
Physician Wealth Advisors bought 27 BlackLine shares in Q2 2026, an estimated $807.
BlackLine made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1845 holding.
Physician Wealth Advisors first reported a position in BlackLine in Q1 2026 and has held it in 2 quarters since.
247 funds tracked by Wall St. Rank held BlackLine as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.