EWM
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Evercore Wealth Management’s Blend Labs BLND Stock Holding History

Evercore Wealth Management’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
2025
Q1 		– Sell
-11,190
Closed -$47.1K – 419
2024
Q4 		$47.1K Hold
11,190
– – ﹤0.01% 414
2024
Q3 		$42K Buy
+11,190
New +$37.1K ﹤0.01% 416

Other funds holding BLND

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MC
Metavasi Capital Larchmont, New York $276M AUM 92.83% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evercore Wealth Management's BLND Position: Q1 2025 in Review

Evercore Wealth Management sold out of Blend Labs (BLND) in Q1 2025, closing a stake of 11,190 shares — an estimated $47.1K sold.

Evercore Wealth Management first reported a position in BLND in Q3 2024 and held it in 2 quarters. The position peaked at $47.1K in Q4 2024. 196 funds tracked by Wall St. Rank hold BLND as of Q1 2025.

  • Evercore Wealth Management reported no remaining Blend Labs position as of Q1 2025 after selling out during the quarter.
  • Evercore Wealth Management sold 11,190 Blend Labs shares in Q1 2025, an estimated $47.1K.
  • Evercore Wealth Management first reported a position in Blend Labs in Q3 2024 and held it in 2 quarters.
  • Evercore Wealth Management's Blend Labs position peaked at $47.1K in Q4 2024.
  • 196 funds tracked by Wall St. Rank held Blend Labs as of Q1 2025.

Based on Evercore Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.