BankPlus Trust Department’s Block Inc XYZ Stock Holding History

BankPlus Trust Department’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	–	Sell	-3,053	Closed	-$184K	–	490
2026 Q1	$184K	Buy	+3,053	New	+$186K	0.05%	187

Other funds holding XYZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

BankPlus Trust Department's XYZ Position: Q2 2026 in Review

BankPlus Trust Department sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 3,053 shares — an estimated $184K sold.

BankPlus Trust Department first reported a position in XYZ in Q1 2026 and held it in 1 quarter. The position peaked at $184K in Q1 2026. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

BankPlus Trust Department reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
BankPlus Trust Department sold 3,053 Block Inc shares in Q2 2026, an estimated $184K.
BankPlus Trust Department first reported a position in Block Inc in Q1 2026 and held it in 1 quarter.
BankPlus Trust Department's Block Inc position peaked at $184K in Q1 2026.
1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.