Ellsworth Advisors’s Blue Bird Corp BLBD Stock Holding History

Ellsworth Advisors’s Portfolio BLBD Stock Details BLBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-14,918	Closed	-$853K	–	167
2025 Q3	$853K	Buy	+14,918	New	+$778K	0.18%	106

Other funds holding BLBD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ellsworth Advisors's BLBD Position: Q4 2025 in Review

Ellsworth Advisors sold out of Blue Bird Corp (BLBD) in Q4 2025, closing a stake of 14,918 shares — an estimated $853K sold.

Ellsworth Advisors first reported a position in BLBD in Q3 2025 and held it in 1 quarter. The position peaked at $853K in Q3 2025. 267 funds tracked by Wall St. Rank hold BLBD as of Q4 2025.

Ellsworth Advisors reported no remaining Blue Bird Corp position as of Q4 2025 after selling out during the quarter.
Ellsworth Advisors sold 14,918 Blue Bird Corp shares in Q4 2025, an estimated $853K.
Ellsworth Advisors first reported a position in Blue Bird Corp in Q3 2025 and held it in 1 quarter.
Ellsworth Advisors's Blue Bird Corp position peaked at $853K in Q3 2025.
267 funds tracked by Wall St. Rank held Blue Bird Corp as of Q4 2025.

Based on Ellsworth Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.