SageView Advisory Group’s BlackLine BL Stock Holding History

SageView Advisory 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 Q1	–	Sell	-273	Closed	-$15.1K	–	810
2025 Q4	$15.1K	Buy	+273	New	+$15K	﹤0.01%	1560

Other funds holding BL

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 Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fivespan Partners San Francisco, California $424M AUM

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

SageView Advisory Group's BL Position: Q1 2026 in Review

SageView Advisory Group sold out of BlackLine (BL) in Q1 2026, closing a stake of 273 shares — an estimated $15.1K sold.

SageView Advisory Group first reported a position in BL in Q4 2025 and held it in 1 quarter. The position peaked at $15.1K in Q4 2025. 279 funds tracked by Wall St. Rank hold BL as of Q1 2026.

SageView Advisory Group reported no remaining BlackLine position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 273 BlackLine shares in Q1 2026, an estimated $15.1K.
SageView Advisory Group first reported a position in BlackLine in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's BlackLine position peaked at $15.1K in Q4 2025.
279 funds tracked by Wall St. Rank held BlackLine as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.