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 Q3	$7.33K	Sell	176 -64	-27%	-$2.62K	﹤0.01%	734
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

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Andrew Hill Investment Advisors Naples, Florida $127M AUM 39.35% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

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

Private Wealth Management Group reduced its Blackbaud (BLKB) stake by 27% in Q3 2026, selling an estimated $2.62K and leaving 176 shares worth $7.33K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Private Wealth Management Group first reported a position in BLKB in Q4 2023 and has held it in 11 quarters since. 46 funds tracked by Wall St. Rank hold BLKB as of Q3 2026.

Private Wealth Management Group held 176 shares of Blackbaud worth $7.33K as of Q3 2026.
Private Wealth Management Group sold 64 Blackbaud shares in Q3 2026, an estimated $2.62K.
Blackbaud made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #734 holding.
Private Wealth Management Group first reported a position in Blackbaud in Q4 2023 and has held it in 11 quarters since.
46 funds tracked by Wall St. Rank held Blackbaud as of Q3 2026.

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