SFS
BLNE

Sowell Financial Services’s Beeline Holdings BLNE Stock Holding History

Sowell Financial Services’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
Q2 		$112K Hold
91,447
– – ﹤0.01% 1133
2026
Q1 		$215K Buy
+91,447
New +$253K 0.01% 1012

Other funds holding BLNE

RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Sowell Financial Services's BLNE Position: Q2 2026 in Review

Sowell Financial Services held its Beeline Holdings (BLNE) position steady in Q2 2026 at 91,447 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

Sowell Financial Services first reported a position in BLNE in Q1 2026 and has held it in 2 quarters since. The position peaked at $215K in Q1 2026. 6 funds tracked by Wall St. Rank hold BLNE as of Q2 2026.

  • Sowell Financial Services held 91,447 shares of Beeline Holdings worth $112K as of Q2 2026.
  • Sowell Financial Services left its Beeline Holdings share count unchanged in Q2 2026.
  • Beeline Holdings made up ﹤0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1133 holding.
  • Sowell Financial Services first reported a position in Beeline Holdings in Q1 2026 and has held it in 2 quarters since.
  • Sowell Financial Services's Beeline Holdings position peaked at $215K in Q1 2026.
  • 6 funds tracked by Wall St. Rank held Beeline Holdings as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.