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True Wealth Design’s Blackbaud BLKB Stock Holding History

True Wealth Design’s Portfolio BLKB Stock Details BLKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.79K Buy
+139
New +$5.7K ﹤0.01% 1292
2026
Q2 		– Sell
-5
Closed -$194 – 2684
2026
Q1 		$194 Sell
5
-85
-94% -$4.24K ﹤0.01% 2339
2025
Q4 		$5.7K Buy
90
+76
+543% +$4.7K ﹤0.01% 1038
2025
Q3 		$901 Buy
14
+13
+1,300% +$852 ﹤0.01% 1782
2025
Q2 		$65 Buy
+1
New +$63 ﹤0.01% 2333

Other funds holding BLKB

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

True Wealth Design's BLKB Position: Q3 2026 in Review

True Wealth Design opened a new position in Blackbaud (BLKB) in Q3 2026: 139 shares worth $5.79K. The stake represents ﹤0.01% of the portfolio and ranks #1292 among its holdings. This is a return to the name: True Wealth Design previously reported a position in BLKB as recently as Q1 2026.

True Wealth Design first reported a position in BLKB in Q2 2025 and has held it in 5 quarters since. 18 funds tracked by Wall St. Rank hold BLKB as of Q3 2026.

  • True Wealth Design held 139 shares of Blackbaud worth $5.79K as of Q3 2026.
  • Blackbaud was a new True Wealth Design position in Q3 2026.
  • Blackbaud made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1292 holding.
  • True Wealth Design first reported a position in Blackbaud in Q2 2025 and has held it in 5 quarters since.
  • 18 funds tracked by Wall St. Rank held Blackbaud as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.