PS
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Principal Securities’s BlackLine BL Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-55
Closed -$2.92K – 1594
2025
Q3 		$2.92K Sell
55
-14
-20% -$756 ﹤0.01% 3135
2025
Q2 		$3.91K Sell
69
-10
-13% -$517 ﹤0.01% 2937
2025
Q1 		$4.8K Hold
79
– – ﹤0.01% 2788
2024
Q4 		$4.8K Buy
79
+65
+464% +$3.88K ﹤0.01% 2785
2024
Q3 		$772 Sell
14
-26
-65% -$1.28K ﹤0.01% 3192
2024
Q2 		$1.94K Buy
40
+14
+54% +$769 ﹤0.01% 2919
2024
Q1 		$1.68K Sell
26
-203
-89% -$12.3K ﹤0.01% 2913
2023
Q4 		$14.3K Buy
+229
New +$12.9K ﹤0.01% 2085

Other funds holding BL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return