Trellis Wealth Advisors
BLND icon

Trellis Wealth Advisors’s Blend Labs BLND Stock Holding History

Trellis Wealth Advisors’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
Q3 		$11.3K Hold
10,932
– – ﹤0.01% 95
2026
Q2 		$18.7K Hold
10,932
– – 0.01% 49
2026
Q1 		$18.6K Hold
10,932
– – 0.01% 47
2025
Q4 		$33.2K Hold
10,932
– – 0.01% 44
2025
Q3 		$39.9K Hold
10,932
– – 0.02% 38
2025
Q2 		$36.1K Sell
10,932
-2,625
-19% -$8.89K 0.02% 37
2025
Q1 		$45.4K Hold
13,557
– – 0.02% 35
2024
Q4 		$57.1K Buy
+13,557
New +$58.3K 0.03% 32

Other funds holding BLND

Capricorn Fund Managers
Capricorn Fund Managers London, United Kingdom $1.06B AUM 45.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
KAM
Kazazian Asset Management Fort Lauderdale, Florida $115M AUM 9.41% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
AO
Allen Operations New York $968M AUM 12.84% 1-Year Est. Return
Cypress Point Wealth Management
Cypress Point Wealth Management Dallas, Texas $945M AUM 10.4% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Trellis Wealth Advisors's BLND Position: Q3 2026 in Review

Trellis Wealth Advisors held its Blend Labs (BLND) position steady in Q3 2026 at 10,932 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #95.

Trellis Wealth Advisors first reported a position in BLND in Q4 2024 and has held it in 8 quarters since. The position peaked at $57.1K in Q4 2024. 58 funds tracked by Wall St. Rank hold BLND as of Q3 2026.

  • Trellis Wealth Advisors held 10,932 shares of Blend Labs worth $11.3K as of Q3 2026.
  • Trellis Wealth Advisors left its Blend Labs share count unchanged in Q3 2026.
  • Blend Labs made up ﹤0.01% of Trellis Wealth Advisors's portfolio in Q3 2026, its #95 holding.
  • Trellis Wealth Advisors first reported a position in Blend Labs in Q4 2024 and has held it in 8 quarters since.
  • Trellis Wealth Advisors's Blend Labs position peaked at $57.1K in Q4 2024.
  • 58 funds tracked by Wall St. Rank held Blend Labs as of Q3 2026.

Based on Trellis Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.