Somerset Trust’s Blue Bird Corp BLBD Stock Holding History

Somerset Trust’s Portfolio BLBD Stock Details BLBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$848K	Sell	10,743 -110	-1%	-$7.47K	0.24%	81
2026 Q1	$616K	Buy	10,853 +988	+10%	+$53.3K	0.19%	92
2025 Q4	$464K	Buy	9,865 +59	+0.6%	+$3.08K	0.14%	109
2025 Q3	$564K	Buy	9,806 +1,353	+16%	+$70.6K	0.17%	98
2025 Q2	$365K	Buy	+8,453	New	+$322K	0.12%	126

Other funds holding BLBD

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return