WANY
BLKB icon

Wealthspire Advisors (New York)’s Blackbaud BLKB Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-126
Closed -$8.1K – 1263
2025
Q3 		$8.1K Buy
+126
New +$8.25K ﹤0.01% 2123

Other funds holding BLKB

CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Wealthspire Advisors (New York)'s BLKB Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Blackbaud (BLKB) in Q4 2025, closing a stake of 126 shares — an estimated $8.1K sold.

Wealthspire Advisors (New York) first reported a position in BLKB in Q3 2025 and held it in 1 quarter. The position peaked at $8.1K in Q3 2025. 304 funds tracked by Wall St. Rank hold BLKB as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Blackbaud position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 126 Blackbaud shares in Q4 2025, an estimated $8.1K.
  • Wealthspire Advisors (New York) first reported a position in Blackbaud in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Blackbaud position peaked at $8.1K in Q3 2025.
  • 304 funds tracked by Wall St. Rank held Blackbaud as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.