SBI Securities’s Beeline Holdings BLNE Stock Holding History

SBI Securities’s Portfolio BLNE Stock Details BLNE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$346	Buy	412 +407	+8,140%	+$410	﹤0.01%	3237
2026 Q2	$6	Hold	5	–	–	﹤0.01%	3971
2026 Q1	$12	Hold	5	–	–	﹤0.01%	3834
2025 Q4	$9	Sell	5 -2	-29%	-$5	﹤0.01%	3885
2025 Q3	$28	Sell	7 -499	-99%	-$1.1K	﹤0.01%	3855
2025 Q2	$749	Buy	506 +406	+406%	+$497	﹤0.01%	2802
2025 Q1	$184	Sell	100 -1	-1%	-$6	﹤0.01%	3253
2024 Q4	$969	Buy	+101	New	+$638	﹤0.01%	2627

Other funds holding BLNE

Perkins Capital Management Wayzata, Minnesota $140M AUM 109.55% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Womack Financial Dallas, Texas $152M AUM 18.25% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

SBI Securities's BLNE Position: Q3 2026 in Review

SBI Securities increased its Beeline Holdings (BLNE) stake by 8,140% in Q3 2026, buying an estimated $410 and bringing the position to 412 shares worth $346. The position accounts for ﹤0.01% of the portfolio, ranked #3237.

SBI Securities first reported a position in BLNE in Q4 2024 and has held it in 8 quarters since. The position peaked at $969 in Q4 2024. 13 funds tracked by Wall St. Rank hold BLNE as of Q3 2026.

SBI Securities held 412 shares of Beeline Holdings worth $346 as of Q3 2026.
SBI Securities bought 407 Beeline Holdings shares in Q3 2026, an estimated $410.
Beeline Holdings made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #3237 holding.
SBI Securities first reported a position in Beeline Holdings in Q4 2024 and has held it in 8 quarters since.
SBI Securities's Beeline Holdings position peaked at $969 in Q4 2024.
13 funds tracked by Wall St. Rank held Beeline Holdings as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.