BFS
XYZ

Bare Financial Services’s Block Inc XYZ Stock Holding History

Bare Financial Services’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 		$1.82K Buy
24
+6
+33% +$422 ﹤0.01% 1154
2026
Q1 		$1.08K Sell
18
-21
-54% -$1.28K ﹤0.01% 1214
2025
Q4 		$2.54K Buy
+39
New +$2.69K ﹤0.01% 780

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

Bare Financial Services's XYZ Position: Q2 2026 in Review

Bare Financial Services increased its Block Inc (XYZ) stake by 33% in Q2 2026, buying an estimated $422 and bringing the position to 24 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

Bare Financial Services first reported a position in XYZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.54K in Q4 2025. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Bare Financial Services held 24 shares of Block Inc worth $1.82K as of Q2 2026.
  • Bare Financial Services bought 6 Block Inc shares in Q2 2026, an estimated $422.
  • Block Inc made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1154 holding.
  • Bare Financial Services first reported a position in Block Inc in Q4 2025 and has held it in 3 quarters since.
  • Bare Financial Services's Block Inc position peaked at $2.54K in Q4 2025.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.