EverSource Wealth Advisors’s Blackbaud BLKB Stock Holding History

EverSource 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 Q2	$13.3K	Buy	448 +68	+18%	+$2.24K	﹤0.01%	2728
2026 Q1	$14.7K	Sell	380 -235	-38%	-$11.7K	﹤0.01%	2698
2025 Q4	$38.9K	Buy	615 +487	+380%	+$30.1K	﹤0.01%	1922
2025 Q3	$8.23K	Buy	128 +51	+66%	+$3.34K	﹤0.01%	2921
2025 Q2	$4.94K	Sell	77 -130	-63%	-$8.13K	﹤0.01%	3164
2025 Q1	$12.8K	Buy	207 +9	+5%	+$640	﹤0.01%	1969
2024 Q4	$14.6K	Buy	198 +50	+34%	+$4.09K	﹤0.01%	1805
2024 Q3	$12.5K	Hold	148	–	–	﹤0.01%	1742
2024 Q2	$11.7K	Buy	148 +8	+6%	+$616	﹤0.01%	1761
2024 Q1	$10.9K	Buy	+140	New	+$10.7K	﹤0.01%	1647

Other funds holding BLKB

CCG

Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

EverSource Wealth Advisors's BLKB Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Blackbaud (BLKB) stake by 18% in Q2 2026, buying an estimated $2.24K and bringing the position to 448 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2728.

EverSource Wealth Advisors first reported a position in BLKB in Q1 2024 and has held it in 10 quarters since. The position peaked at $38.9K in Q4 2025. 283 funds tracked by Wall St. Rank hold BLKB as of Q2 2026.

EverSource Wealth Advisors held 448 shares of Blackbaud worth $13.3K as of Q2 2026.
EverSource Wealth Advisors bought 68 Blackbaud shares in Q2 2026, an estimated $2.24K.
Blackbaud made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2728 holding.
EverSource Wealth Advisors first reported a position in Blackbaud in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's Blackbaud position peaked at $38.9K in Q4 2025.
283 funds tracked by Wall St. Rank held Blackbaud as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.