AIM
XYZ

Adapt Investment Managers’s Block Inc XYZ Stock Holding History

Adapt Investment Managers’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.5M Hold
125,000
– – 0.08% 111
2026
Q1 		$7.52M Sell
125,000
-625,000
-83% -$38M 0.1% 105
2025
Q4 		$48.8M Hold
750,000
– – 0.36% 45
2025
Q3 		$54.2M Hold
750,000
– – 0.51% 30
2025
Q2 		$50.9M Buy
+750,000
New +$43.6M 0.64% 31

Other funds holding XYZ

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Adapt Investment Managers's XYZ Position: Q1 2026 in Review

Adapt Investment Managers sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 97,114 shares — an estimated $5.9M sold.

Adapt Investment Managers first reported a position in XYZ in Q2 2025 and held it in 3 quarters. The position peaked at $11.1M in Q2 2025. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Adapt Investment Managers reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Adapt Investment Managers sold 97,114 Block Inc shares in Q1 2026, an estimated $5.9M.
  • Adapt Investment Managers first reported a position in Block Inc in Q2 2025 and held it in 3 quarters.
  • Adapt Investment Managers's Block Inc position peaked at $11.1M in Q2 2025.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Adapt Investment Managers's 13F filing for Q1 2026, filed 15 May 2026.