PWMG
BL icon

Private Wealth Management Group’s BlackLine BL Stock Holding History

Private Wealth Management Group’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 		$674 Sell
24
-27
-53% -$807 ﹤0.01% 1374
2026
Q1 		$1.89K Buy
+51
New +$2.2K ﹤0.01% 1099

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

Private Wealth Management Group's BL Position: Q2 2026 in Review

Private Wealth Management Group reduced its BlackLine (BL) stake by 53% in Q2 2026, selling an estimated $807 and leaving 24 shares worth $674. The position accounts for ﹤0.01% of the portfolio, ranked #1374.

Private Wealth Management Group first reported a position in BL in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.89K in Q1 2026. 247 funds tracked by Wall St. Rank hold BL as of Q2 2026.

  • Private Wealth Management Group held 24 shares of BlackLine worth $674 as of Q2 2026.
  • Private Wealth Management Group sold 27 BlackLine shares in Q2 2026, an estimated $807.
  • BlackLine made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1374 holding.
  • Private Wealth Management Group first reported a position in BlackLine in Q1 2026 and has held it in 2 quarters since.
  • Private Wealth Management Group's BlackLine position peaked at $1.89K in Q1 2026.
  • 247 funds tracked by Wall St. Rank held BlackLine as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.