Prestige Wealth Management Group’s Blackbaud BLKB Stock Holding History

Prestige Wealth Management Group’s Portfolio BLKB Stock Details BLKB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-9	Closed	-$570	–	1128
2025 Q4	$570	Hold	9	–	–	﹤0.01%	931
2025 Q3	$579	Hold	9	–	–	﹤0.01%	919
2025 Q2	$578	Hold	9	–	–	﹤0.01%	920
2025 Q1	$559	Hold	9	–	–	﹤0.01%	919
2024 Q4	$666	Hold	9	–	–	﹤0.01%	936
2024 Q3	$763	Hold	9	–	–	﹤0.01%	918
2024 Q2	$686	Hold	9	–	–	﹤0.01%	889
2024 Q1	$668	Hold	9	–	–	﹤0.01%	926
2023 Q4	$781	Hold	9	–	–	﹤0.01%	881
2023 Q3	$633	Hold	9	–	–	﹤0.01%	935
2023 Q2	$641	Hold	9	–	–	﹤0.01%	957
2023 Q1	$624	Hold	9	–	–	﹤0.01%	944
2022 Q4	$530	Hold	9	–	–	﹤0.01%	1056
2022 Q3	$0	Buy	+9	New	+$485	﹤0.01%	974

Other funds holding BLKB

Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return