EWA
BLKB icon

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
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 $680M AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return