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Avion Wealth’s Blend Labs BLND Stock Holding History

Avion Wealth’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 		$2K Buy
1,200
+1,000
+500% +$2.14K ﹤0.01% 844
2025
Q4 		$0 Sell
200
-300
-60% -$957 ﹤0.01% 1250
2025
Q3 		$1K Hold
500
– – ﹤0.01% 957
2025
Q2 		$1K Buy
500
+200
+67% +$678 ﹤0.01% 916
2025
Q1 		$1K Hold
300
– – ﹤0.01% 815
2024
Q4 		$1K Buy
300
+95
+46% +$409 ﹤0.01% 812
2024
Q3 		$0 Hold
205
– – ﹤0.01% 1016
2024
Q2 		$0 Hold
205
– – ﹤0.01% 927
2024
Q1 		$1K Hold
205
– – ﹤0.01% 864
2023
Q4 		$1K Hold
205
– – ﹤0.01% 702
2023
Q3 		$0 Hold
205
– – ﹤0.01% 825
2023
Q2 		$0 Hold
205
– – ﹤0.01% 728
2023
Q1 		$0 Sell
205
-200
-49% -$306 ﹤0.01% 549
2022
Q4 		$0 Hold
405
– – ﹤0.01% 467
2022
Q3 		$1K Hold
405
– – ﹤0.01% 422
2022
Q2 		$1K Hold
405
– – ﹤0.01% 420
2022
Q1 		$2K Buy
405
+125
+45% +$968 ﹤0.01% 331
2021
Q4 		$2K Buy
+280
New +$3.25K ﹤0.01% 324

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