SageView Advisory Group’s Blackbaud BLKB Stock Holding History

SageView Advisory 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 Q1	–	Sell	-265	Closed	-$16.8K	–	814
2025 Q4	$16.8K	Buy	+265	New	+$16.4K	﹤0.01%	1525

Other funds holding BLKB

CCG

Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

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

SageView Advisory Group sold out of Blackbaud (BLKB) in Q1 2026, closing a stake of 265 shares — an estimated $16.8K sold.

SageView Advisory Group first reported a position in BLKB in Q4 2025 and held it in 1 quarter. The position peaked at $16.8K in Q4 2025. 296 funds tracked by Wall St. Rank hold BLKB as of Q1 2026.

SageView Advisory Group reported no remaining Blackbaud position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 265 Blackbaud shares in Q1 2026, an estimated $16.8K.
SageView Advisory Group first reported a position in Blackbaud in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Blackbaud position peaked at $16.8K in Q4 2025.
296 funds tracked by Wall St. Rank held Blackbaud as of Q1 2026.

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