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Private Wealth Management Group’s Blackbaud BLKB Stock Holding History

Private 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
Q2 		$7.11K Buy
+240
New +$7.89K ﹤0.01% 700
2026
Q1 		– Sell
-15
Closed -$950 – 1447
2025
Q4 		$950 Hold
15
– – ﹤0.01% 1284
2025
Q3 		$965 Hold
15
– – ﹤0.01% 1293
2025
Q2 		$964 Hold
15
– – ﹤0.01% 1295
2025
Q1 		$931 Hold
15
– – ﹤0.01% 1284
2024
Q4 		$1.11K Hold
15
– – ﹤0.01% 1268
2024
Q3 		$1.27K Hold
15
– – ﹤0.01% 1214
2024
Q2 		$1.14K Hold
15
– – ﹤0.01% 1233
2024
Q1 		$1.11K Hold
15
– – ﹤0.01% 1222
2023
Q4 		$1.3K Buy
+15
New +$1.14K ﹤0.01% 1172

Other funds holding BLKB

CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
JT
Jupiter Topco New York $245B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Private Wealth Management Group opened a new position in Blackbaud (BLKB) in Q2 2026: 240 shares worth $7.11K. The stake represents ﹤0.01% of the portfolio and ranks #700 among its holdings. This is a return to the name: Private Wealth Management Group previously reported a position in BLKB as recently as Q4 2025.

Private Wealth Management Group first reported a position in BLKB in Q4 2023 and has held it in 10 quarters since. 283 funds tracked by Wall St. Rank hold BLKB as of Q2 2026.

  • Private Wealth Management Group held 240 shares of Blackbaud worth $7.11K as of Q2 2026.
  • Blackbaud was a new Private Wealth Management Group position in Q2 2026.
  • Blackbaud made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #700 holding.
  • Private Wealth Management Group first reported a position in Blackbaud in Q4 2023 and has held it in 10 quarters since.
  • 283 funds tracked by Wall St. Rank held Blackbaud as of Q2 2026.

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