SSG
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Summit Securities Group’s Blackbaud BLKB Stock Holding History

Summit Securities 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 		$14K Buy
+362
New +$18.1K 0.01% 599
2025
Q3 		– Sell
-612
Closed -$39.3K – 1053
2025
Q2 		$39.3K Buy
612
+514
+524% +$32.1K 0.01% 567
2025
Q1 		$6.08K Buy
+98
New +$6.96K ﹤0.01% 592
2017
Q3 		– Sell
-2,740
Closed -$235K – 213
2017
Q2 		$235K Buy
+2,740
New +$225K 0.07% 177
2016
Q2 		– Sell
-5,876
Closed -$370K – 253
2016
Q1 		$370K Buy
+5,876
New +$344K 0.26% 82

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Morgan Stanley
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VPM
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return