EP Wealth Advisors’s Blend Labs BLND Stock Holding History

EP Wealth 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	$390K	Buy	229,378 +841	+0.4%	+$1.8K	﹤0.01%	1018
2025 Q4	$695K	Buy	+228,537	New	+$729K	﹤0.01%	733
2025 Q2	$756K	Sell	229,002 -272	-0.1%	-$922	0.01%	639
2025 Q1	$768K	Buy	229,274 +272	+0.1%	+$989	0.01%	564
2024 Q4	$964K	Hold	229,002	–	–	0.01%	510
2024 Q3	$859K	Buy	229,002 +16,161	+8%	+$53.6K	0.01%	530
2024 Q2	$502K	Buy	212,841 +16,084	+8%	+$42.6K	0.01%	533
2024 Q1	$639K	Buy	196,757 +14,754	+8%	+$39.8K	0.01%	461
2023 Q4	$464K	Buy	182,003 +11,448	+7%	+$17.3K	0.01%	504
2023 Q3	$234K	Buy	+170,555	New	+$207K	﹤0.01%	620

Other funds holding BLND

Lightspeed Management Company Menlo Park, California $988M AUM 7.5% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Cypress Point Investment Management Mill Valley, California $424M AUM

Haveli Investment Management Austin, Texas $18.4M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capricorn Fund Managers London, United Kingdom $641M AUM 61.79% 1-Year Est. Return

Whitebark Investors Incline Village, Nevada $125M AUM 26.67% 1-Year Est. Return

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