AIP
XYZ

Ameritas Investment Partners’s Block Inc XYZ Stock Holding History

Ameritas Investment Partners’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 		$349K Sell
4,591
-320
-7% -$22.5K 0.01% 1055
2026
Q1 		$296K Sell
4,911
-98
-2% -$5.96K 0.01% 1048
2025
Q4 		$326K Hold
5,009
– – 0.01% 984
2025
Q3 		$362K Buy
+5,009
New +$375K 0.01% 946
2021
Q3 		– Sell
-20
Closed -$4K – 3092
2021
Q2 		$4K Buy
+20
New +$4.64K ﹤0.01% 3014

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Ameritas Investment Partners's XYZ Position: Q2 2026 in Review

Ameritas Investment Partners reduced its Block Inc (XYZ) stake by 6.5% in Q2 2026, selling an estimated $22.5K and leaving 4,591 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #1055.

Ameritas Investment Partners first reported a position in XYZ in Q2 2021 and has held it in 5 quarters since. The position peaked at $362K in Q3 2025. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Ameritas Investment Partners held 4,591 shares of Block Inc worth $349K as of Q2 2026.
  • Ameritas Investment Partners sold 320 Block Inc shares in Q2 2026, an estimated $22.5K.
  • Block Inc made up 0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #1055 holding.
  • Ameritas Investment Partners first reported a position in Block Inc in Q2 2021 and has held it in 5 quarters since.
  • Ameritas Investment Partners's Block Inc position peaked at $362K in Q3 2025.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.