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Root Financial Partners’s Blend Labs BLND Stock Holding History

Root Financial Partners’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 		– Sell
-371
Closed -$631 – 773
2026
Q1 		$631 Buy
+371
New +$793 ﹤0.01% 2787

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CPWM
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Wealth Enhancement Advisory Services
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PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
NIWA
New Insight Wealth Advisors San Ramon, California $339M AUM 28.36% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Root Financial Partners's BLND Position: Q2 2026 in Review

Root Financial Partners sold out of Blend Labs (BLND) in Q2 2026, closing a stake of 371 shares — an estimated $631 sold.

Root Financial Partners first reported a position in BLND in Q1 2026 and held it in 1 quarter. The position peaked at $631 in Q1 2026. 30 funds tracked by Wall St. Rank hold BLND as of Q2 2026.

  • Root Financial Partners reported no remaining Blend Labs position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 371 Blend Labs shares in Q2 2026, an estimated $631.
  • Root Financial Partners first reported a position in Blend Labs in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Blend Labs position peaked at $631 in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Blend Labs as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.