PWM
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Perigon Wealth Management’s Blend Labs BLND Stock Holding History

Perigon 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
Q2 		$855K Sell
499,771
-797
-0.2% -$1.27K 0.01% 650
2026
Q1 		$851K Buy
500,568
+1,683
+0.3% +$3.6K 0.02% 588
2025
Q4 		$1.52M Hold
498,885
– – 0.03% 435
2025
Q3 		$1.82M Sell
498,885
-20,000
-4% -$71.8K 0.04% 377
2025
Q2 		$1.71M Buy
+518,885
New +$1.76M 0.04% 362

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

Perigon Wealth Management's BLND Position: Q2 2026 in Review

Perigon Wealth Management reduced its Blend Labs (BLND) stake by 0.16% in Q2 2026, selling an estimated $1.27K and leaving 499,771 shares worth $855K. The position accounts for 0.01% of the portfolio, ranked #650.

Perigon Wealth Management first reported a position in BLND in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.82M in Q3 2025. 184 funds tracked by Wall St. Rank hold BLND as of Q2 2026.

  • Perigon Wealth Management held 499,771 shares of Blend Labs worth $855K as of Q2 2026.
  • Perigon Wealth Management sold 797 Blend Labs shares in Q2 2026, an estimated $1.27K.
  • Blend Labs made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #650 holding.
  • Perigon Wealth Management first reported a position in Blend Labs in Q2 2025 and has held it in 5 quarters since.
  • Perigon Wealth Management's Blend Labs position peaked at $1.82M in Q3 2025.
  • 184 funds tracked by Wall St. Rank held Blend Labs as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.