Raffa Wealth Management’s BlackLine BL Stock Holding History

Raffa Wealth Management’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	$112	Hold	4	–	–	﹤0.01%	1361
2026 Q1	$148	Hold	4	–	–	﹤0.01%	1225
2025 Q4	$221	Hold	4	–	–	﹤0.01%	1125
2025 Q3	$212	Hold	4	–	–	﹤0.01%	1142
2025 Q2	$226	Hold	4	–	–	﹤0.01%	1069
2025 Q1	$194	Hold	4	–	–	﹤0.01%	1044
2024 Q4	$243	Hold	4	–	–	﹤0.01%	1074
2024 Q3	$221	Hold	4	–	–	﹤0.01%	1049
2024 Q2	$194	Hold	4	–	–	﹤0.01%	1122
2024 Q1	$258	Hold	4	–	–	﹤0.01%	1090
2023 Q4	$250	Hold	4	–	–	﹤0.01%	1025
2023 Q3	$222	Hold	4	–	–	﹤0.01%	1021
2023 Q2	$215	Hold	4	–	–	﹤0.01%	1036
2023 Q1	$269	Hold	4	–	–	﹤0.01%	1023
2022 Q4	$269	Hold	4	–	–	﹤0.01%	1008
2022 Q3	$240	Sell	4 -5	-56%	-$335	﹤0.01%	1115
2022 Q2	$599	Hold	9	–	–	﹤0.01%	974
2022 Q1	$659	Sell	9 -3	-25%	-$243	﹤0.01%	993
2021 Q4	$1.24K	Hold	12	–	–	﹤0.01%	804
2021 Q3	$1.42K	Hold	12	–	–	﹤0.01%	714
2021 Q2	$1.33K	Sell	12 -1	-8%	-$109	﹤0.01%	727
2021 Q1	$1.41K	Buy	13 +4	+44%	+$499	﹤0.01%	734
2020 Q4	$1.2K	Buy	9 +1	+13%	+$112	﹤0.01%	694
2020 Q3	$717	Buy	8 +2	+33%	+$168	﹤0.01%	744
2020 Q2	$497	Hold	6	–	–	﹤0.01%	815
2020 Q1	$316	Buy	+6	New	+$351	﹤0.01%	806

Other funds holding BL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fivespan Partners San Francisco, California $424M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raffa Wealth Management's BL Position: Q2 2026 in Review

Raffa Wealth Management held its BlackLine (BL) position steady in Q2 2026 at 4 shares worth $112. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

Raffa Wealth Management first reported a position in BL in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.42K in Q3 2021. 229 funds tracked by Wall St. Rank hold BL as of Q2 2026.

Raffa Wealth Management held 4 shares of BlackLine worth $112 as of Q2 2026.
Raffa Wealth Management left its BlackLine share count unchanged in Q2 2026.
BlackLine made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1361 holding.
Raffa Wealth Management first reported a position in BlackLine in Q1 2020 and has held it in 26 quarters since.
Raffa Wealth Management's BlackLine position peaked at $1.42K in Q3 2021.
229 funds tracked by Wall St. Rank held BlackLine as of Q2 2026.

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