CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Blend Labs BLND Stock Holding History

CAPTRUST Financial Advisors’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 		$21.5K Buy
+12,669
New +$27.1K ﹤0.01% 2960
2025
Q3 		– Sell
-10,645
Closed -$35.1K – 2636
2025
Q2 		$35.1K Buy
+10,645
New +$36.1K ﹤0.01% 2455
2024
Q1 		– Sell
-26,171
Closed -$66.7K – 2209
2023
Q4 		$66.7K Buy
+26,171
New +$39.5K ﹤0.01% 2566
2022
Q3 		– Sell
-1,373
Closed -$3K – 2301
2022
Q2 		$3K Hold
1,373
– – ﹤0.01% 4281
2022
Q1 		$8K Hold
1,373
– – ﹤0.01% 3892
2021
Q4 		$10K Buy
+1,373
New +$15.9K ﹤0.01% 3697

Other funds holding BLND

LMC
Lightspeed Management Company Menlo Park, California $988M AUM 7.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

CAPTRUST Financial Advisors's BLND Position: Q1 2026 in Review

CAPTRUST Financial Advisors opened a new position in Blend Labs (BLND) in Q1 2026: 12,669 shares worth $21.5K. The stake represents ﹤0.01% of the portfolio and ranks #2960 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in BLND as recently as Q2 2025.

CAPTRUST Financial Advisors first reported a position in BLND in Q4 2021 and has held it in 6 quarters since. The position peaked at $66.7K in Q4 2023. 194 funds tracked by Wall St. Rank hold BLND as of Q1 2026.

  • CAPTRUST Financial Advisors held 12,669 shares of Blend Labs worth $21.5K as of Q1 2026.
  • Blend Labs was a new CAPTRUST Financial Advisors position in Q1 2026.
  • Blend Labs made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2960 holding.
  • CAPTRUST Financial Advisors first reported a position in Blend Labs in Q4 2021 and has held it in 6 quarters since.
  • CAPTRUST Financial Advisors's Blend Labs position peaked at $66.7K in Q4 2023.
  • 194 funds tracked by Wall St. Rank held Blend Labs as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.