AIM
XYZ

Anchor Investment Management’s Block Inc XYZ Stock Holding History

Anchor Investment Management’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 		$15.6K Buy
205
+32
+18% +$2.25K ﹤0.01% 815
2026
Q1 		$10.4K Hold
173
– – ﹤0.01% 818
2025
Q4 		$11.3K Hold
173
– – ﹤0.01% 796
2025
Q3 		$12.5K Sell
173
-100
-37% -$7.49K ﹤0.01% 788
2025
Q2 		$18.5K Sell
273
-18
-6% -$1.05K ﹤0.01% 728
2025
Q1 		$15.8K Hold
291
– – ﹤0.01% 734
2024
Q4 		$24.7K Hold
291
– – ﹤0.01% 680
2024
Q3 		$19.5K Hold
291
– – ﹤0.01% 703
2024
Q2 		$18.8K Sell
291
-10
-3% -$700 ﹤0.01% 659
2024
Q1 		$25.5K Hold
301
– – ﹤0.01% 636
2023
Q4 		$23.3K Sell
301
-200
-40% -$11.3K ﹤0.01% 632
2023
Q3 		$22.2K Hold
501
– – ﹤0.01% 635
2023
Q2 		$33.4K Sell
501
-1,140
-69% -$71.2K ﹤0.01% 571
2023
Q1 		$113K Hold
1,641
– – 0.02% 424
2022
Q4 		$103K Hold
1,641
– – 0.01% 434
2022
Q3 		$90.2K Sell
1,641
-1,275
-44% -$90.3K 0.01% 437
2022
Q2 		$179K Sell
2,916
-914
-24% -$83.5K 0.03% 368
2022
Q1 		$519K Buy
3,830
+1,654
+76% +$200K 0.07% 239
2021
Q4 		$351K Buy
2,176
+840
+63% +$182K 0.04% 303
2021
Q3 		$320K Buy
1,336
+147
+12% +$37.8K 0.04% 291
2021
Q2 		$290K Buy
1,189
+17
+1% +$3.94K 0.04% 305
2021
Q1 		$266K Buy
1,172
+722
+160% +$169K 0.04% 299
2020
Q4 		$97.9K Sell
450
-428
-49% -$83.5K 0.02% 389
2020
Q3 		$143K Sell
878
-12
-1% -$1.69K 0.03% 323
2020
Q2 		$93.4K Hold
890
– – 0.02% 353
2020
Q1 		$46.6K Buy
890
+440
+98% +$30.1K 0.01% 433
2019
Q4 		$28.2K Hold
450
– – 0.01% 532
2019
Q3 		$27.9K Buy
450
+425
+1,700% +$28.9K 0.01% 524
2019
Q2 		$1.81K Buy
+25
New +$1.75K ﹤0.01% 755

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

Anchor Investment Management's XYZ Position: Q2 2026 in Review

Anchor Investment Management increased its Block Inc (XYZ) stake by 18% in Q2 2026, buying an estimated $2.25K and bringing the position to 205 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Anchor Investment Management first reported a position in XYZ in Q2 2019 and has held it in 29 quarters since. The position peaked at $519K in Q1 2022. 1,082 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Anchor Investment Management held 205 shares of Block Inc worth $15.6K as of Q2 2026.
  • Anchor Investment Management bought 32 Block Inc shares in Q2 2026, an estimated $2.25K.
  • Block Inc made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #815 holding.
  • Anchor Investment Management first reported a position in Block Inc in Q2 2019 and has held it in 29 quarters since.
  • Anchor Investment Management's Block Inc position peaked at $519K in Q1 2022.
  • 1,082 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.