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Twin Peaks Wealth Advisors’s BlackLine BL Stock Holding History

Twin Peaks Wealth Advisors’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
2026
Q2 		– Sell
-19
Closed -$703 – 477
2026
Q1 		$703 Buy
+19
New +$818 ﹤0.01% 1974
2025
Q3 		– Sell
-90
Closed -$4.44K – 412
2025
Q2 		$4.44K Buy
+90
New +$4.65K ﹤0.01% 1360

Other funds holding BL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FP
Fivespan Partners San Francisco, California $424M AUM
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Twin Peaks Wealth Advisors's BL Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of BlackLine (BL) in Q2 2026, closing a stake of 19 shares — an estimated $703 sold.

Twin Peaks Wealth Advisors first reported a position in BL in Q2 2025 and held it in 2 quarters. The position peaked at $4.44K in Q2 2025. 246 funds tracked by Wall St. Rank hold BL as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining BlackLine position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 19 BlackLine shares in Q2 2026, an estimated $703.
  • Twin Peaks Wealth Advisors first reported a position in BlackLine in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's BlackLine position peaked at $4.44K in Q2 2025.
  • 246 funds tracked by Wall St. Rank held BlackLine as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.