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
Q3 		$637 Hold
24
– – ﹤0.01% 1405
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fivespan Partners
Fivespan Partners San Francisco, California $796M AUM 4.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Private Wealth Management Group's BL Position: Q3 2026 in Review

Private Wealth Management Group held its BlackLine (BL) position steady in Q3 2026 at 24 shares worth $637. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Private Wealth Management Group first reported a position in BL in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.89K in Q1 2026. 197 funds tracked by Wall St. Rank hold BL as of Q3 2026.

  • Private Wealth Management Group held 24 shares of BlackLine worth $637 as of Q3 2026.
  • Private Wealth Management Group left its BlackLine share count unchanged in Q3 2026.
  • BlackLine made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1405 holding.
  • Private Wealth Management Group first reported a position in BlackLine in Q1 2026 and has held it in 3 quarters since.
  • Private Wealth Management Group's BlackLine position peaked at $1.89K in Q1 2026.
  • 197 funds tracked by Wall St. Rank held BlackLine as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.