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EP Wealth Advisors’s Blackbaud BLKB Stock Holding History

EP Wealth Advisors’s Portfolio BLKB Stock Details BLKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,973
Closed -$252K – 1508
2025
Q4 		$252K Buy
+3,973
New +$246K ﹤0.01% 1237
2025
Q2 		$228K Sell
3,553
-744
-17% -$46.5K ﹤0.01% 1171
2025
Q1 		$267K Buy
4,297
+454
+12% +$32.3K ﹤0.01% 975
2024
Q4 		$284K Buy
3,843
+372
+11% +$30.4K ﹤0.01% 890
2024
Q3 		$294K Buy
+3,471
New +$276K ﹤0.01% 871

Other funds holding BLKB

CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

EP Wealth Advisors's BLKB Position: Q1 2026 in Review

EP Wealth Advisors sold out of Blackbaud (BLKB) in Q1 2026, closing a stake of 3,973 shares — an estimated $252K sold.

EP Wealth Advisors first reported a position in BLKB in Q3 2024 and held it in 5 quarters. The position peaked at $294K in Q3 2024. 296 funds tracked by Wall St. Rank hold BLKB as of Q1 2026.

  • EP Wealth Advisors reported no remaining Blackbaud position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 3,973 Blackbaud shares in Q1 2026, an estimated $252K.
  • EP Wealth Advisors first reported a position in Blackbaud in Q3 2024 and held it in 5 quarters.
  • EP Wealth Advisors's Blackbaud position peaked at $294K in Q3 2024.
  • 296 funds tracked by Wall St. Rank held Blackbaud as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.