AF
BLND icon

Allworth Financial’s Blend Labs BLND Stock Holding History

Allworth Financial’s Portfolio BLND Stock Details BLND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.97K Buy
2,337
+2,097
+874% +$4.48K ﹤0.01% 4083
2025
Q4 		$730 Sell
240
-553
-70% -$1.76K ﹤0.01% 4447
2025
Q3 		$2.9K Sell
793
-203
-20% -$729 ﹤0.01% 3834
2025
Q2 		$3.29K Buy
+996
New +$3.38K ﹤0.01% 3484
2024
Q2 		– Sell
-3,561
Closed -$11.6K – 3697
2024
Q1 		$11.6K Hold
3,561
– – ﹤0.01% 2045
2023
Q4 		$9.08K Hold
3,561
– – ﹤0.01% 2019
2023
Q3 		$4.88K Hold
3,561
– – ﹤0.01% 2116
2023
Q2 		$3.37K Buy
+3,561
New +$3.15K ﹤0.01% 2270

Other funds holding BLND

LMC
Lightspeed Management Company Menlo Park, California $988M AUM 7.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CPIM
Cypress Point Investment Management Mill Valley, California $424M AUM
HIM
Haveli Investment Management Austin, Texas $18.4M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CFM
Capricorn Fund Managers London, United Kingdom $641M AUM 61.79% 1-Year Est. Return
WI
Whitebark Investors Incline Village, Nevada $125M AUM 26.67% 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