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KWM
Kingsview Wealth Management’s
Blend Labs
BLND
Stock Holding History
Kingsview 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
2026
Q1
–
Sell
-98,660
Closed
-$300K
–
1346
2025
Q4
$300K
Buy
98,660
+13,330
+16%
+$42.5K
﹤0.01%
1020
2025
Q3
$311K
Sell
85,330
-14,730
-15%
-$52.9K
﹤0.01%
945
2025
Q2
$330K
Hold
100,060
–
–
0.01%
908
2025
Q1
$335K
Hold
100,060
–
–
0.01%
848
2024
Q4
$421K
Sell
100,060
-21,785
-18%
-$93.7K
0.01%
797
2024
Q3
$457K
Buy
121,845
+1,800
+1%
+$5.96K
0.01%
752
2024
Q2
$283K
Buy
120,045
+25,000
+26%
+$66.3K
0.01%
859
2024
Q1
$309K
Hold
95,045
–
–
0.01%
805
2023
Q4
$242K
Sell
95,045
-200
-0.2%
-$302
0.01%
832
2023
Q3
$130K
Buy
95,245
+25,245
+36%
+$30.7K
﹤0.01%
906
2023
Q2
$66.3K
Buy
70,000
+23,919
+52%
+$21.2K
﹤0.01%
888
2023
Q1
$45.9K
Buy
46,081
+18,369
+66%
+$28.1K
﹤0.01%
868
2022
Q4
$39.9K
Buy
+27,712
New
+$49.7K
﹤0.01%
829
Other funds holding BLND
LMC
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
CPIM
Cypress Point Investment Management
Mill Valley, California
$424M AUM
HIM
Haveli Investment Management
Austin, Texas
$18.4M AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
CFM
Capricorn Fund Managers
London, United Kingdom
$641M AUM
61.79%
1-Year Est. Return
WI
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
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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