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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
Q2 		$391K Sell
228,659
-719
-0.3% -$1.15K ﹤0.01% 1147
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

HIM
Haveli Investment Management Austin, Texas $180M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CPIM
Cypress Point Investment Management Mill Valley, California $552M AUM
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WI
Whitebark Investors Incline Village, Nevada $129M AUM 26.3% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

EP Wealth Advisors's BLND Position: Q2 2026 in Review

EP Wealth Advisors reduced its Blend Labs (BLND) stake by 0.31% in Q2 2026, selling an estimated $1.15K and leaving 228,659 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

EP Wealth Advisors first reported a position in BLND in Q3 2023 and has held it in 11 quarters since. The position peaked at $964K in Q4 2024. 184 funds tracked by Wall St. Rank hold BLND as of Q2 2026.

  • EP Wealth Advisors held 228,659 shares of Blend Labs worth $391K as of Q2 2026.
  • EP Wealth Advisors sold 719 Blend Labs shares in Q2 2026, an estimated $1.15K.
  • Blend Labs made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1147 holding.
  • EP Wealth Advisors first reported a position in Blend Labs in Q3 2023 and has held it in 11 quarters since.
  • EP Wealth Advisors's Blend Labs position peaked at $964K in Q4 2024.
  • 184 funds tracked by Wall St. Rank held Blend Labs as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.