PWPS
BL icon

Pinnacle Wealth Planning Services’s BlackLine BL Stock Holding History

Pinnacle Wealth Planning 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
Q2 		$76.1K Buy
2,711
+1,404
+107% +$42K 0.01% 1028
2026
Q1 		$48.4K Sell
1,307
-697
-35% -$30K 0.01% 1221
2025
Q4 		$111K Buy
+2,004
New +$110K 0.01% 721
2024
Q1 		– Sell
-3,686
Closed -$230K – 515
2023
Q4 		$230K Sell
3,686
-860
-19% -$48.6K 0.04% 349
2023
Q3 		$252K Buy
+4,546
New +$249K 0.04% 294
2021
Q1 		– Sell
-560
Closed -$75K – 549
2020
Q4 		$75K Buy
+560
New +$62.5K 0.02% 597

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

Pinnacle Wealth Planning Services's BL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its BlackLine (BL) stake by 107% in Q2 2026, buying an estimated $42K and bringing the position to 2,711 shares worth $76.1K. The position accounts for 0.01% of the portfolio, ranked #1028.

Pinnacle Wealth Planning Services first reported a position in BL in Q4 2020 and has held it in 6 quarters since. The position peaked at $252K in Q3 2023. 247 funds tracked by Wall St. Rank hold BL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,711 shares of BlackLine worth $76.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 1,404 BlackLine shares in Q2 2026, an estimated $42K.
  • BlackLine made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1028 holding.
  • Pinnacle Wealth Planning Services first reported a position in BlackLine in Q4 2020 and has held it in 6 quarters since.
  • Pinnacle Wealth Planning Services's BlackLine position peaked at $252K in Q3 2023.
  • 247 funds tracked by Wall St. Rank held BlackLine as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.