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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
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 $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

Twin Peaks Wealth Advisors's BL Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in BlackLine (BL) in Q1 2026: 19 shares worth $703. The stake represents ﹤0.01% of the portfolio and ranks #1974 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in BL as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in BL in Q2 2025 and has held it in 2 quarters since. The position peaked at $4.44K in Q2 2025. 277 funds tracked by Wall St. Rank hold BL as of Q1 2026.

  • Twin Peaks Wealth Advisors held 19 shares of BlackLine worth $703 as of Q1 2026.
  • BlackLine was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • BlackLine made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1974 holding.
  • Twin Peaks Wealth Advisors first reported a position in BlackLine in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's BlackLine position peaked at $4.44K in Q2 2025.
  • 277 funds tracked by Wall St. Rank held BlackLine as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.