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Summit Securities Group’s BlackLine BL Stock Holding History

Summit Securities 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
2023
Q3 		– Sell
-1,000
Closed -$54K – 594
2023
Q2 		$54K Buy
+1,000
New +$55.5K 0.01% 395

Other funds holding BL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FP
Fivespan Partners San Francisco, California $377M AUM
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Summit Securities Group's BL Position: Q1 2026 in Review

Summit Securities Group opened a new position in BlackLine (BL) in Q1 2026: 472 shares worth $17.5K. The stake represents ﹤0.01% of the portfolio and ranks #543 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in BL as recently as Q2 2025.

Summit Securities Group first reported a position in BL in Q1 2022 and has held it in 6 quarters since. The position peaked at $89.7K in Q2 2025. 277 funds tracked by Wall St. Rank hold BL as of Q1 2026.

  • Summit Securities Group held 472 shares of BlackLine worth $17.5K as of Q1 2026.
  • BlackLine was a new Summit Securities Group position in Q1 2026.
  • BlackLine made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #543 holding.
  • Summit Securities Group first reported a position in BlackLine in Q1 2022 and has held it in 6 quarters since.
  • Summit Securities Group's BlackLine position peaked at $89.7K in Q2 2025.
  • 277 funds tracked by Wall St. Rank held BlackLine as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.