BC
XYZ

Barrett & Company’s Block Inc XYZ Stock Holding History

Barrett & Company’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
Q1 		$5.42K Hold
90
– – ﹤0.01% 518
2025
Q4 		$5.86K Hold
90
– – ﹤0.01% 513
2025
Q3 		$6.51K Buy
90
+40
+80% +$2.99K ﹤0.01% 506
2025
Q2 		$3.4K Hold
50
– – ﹤0.01% 555
2025
Q1 		$2.72K Hold
50
– – ﹤0.01% 539
2024
Q4 		$4.25K Hold
50
– – ﹤0.01% 510
2024
Q3 		$3.36K Hold
50
– – ﹤0.01% 510
2024
Q2 		$3.23K Hold
50
– – ﹤0.01% 518
2024
Q1 		$4.23K Hold
50
– – ﹤0.01% 504
2023
Q4 		$3.87K Hold
50
– – ﹤0.01% 493
2023
Q3 		$2.21K Hold
50
– – ﹤0.01% 541
2023
Q2 		$3.33K Hold
50
– – ﹤0.01% 496
2023
Q1 		$3.43K Hold
50
– – ﹤0.01% 473
2022
Q4 		$3.14K Hold
50
– – ﹤0.01% 481
2022
Q3 		$3.14K Buy
+50
New +$3.54K ﹤0.01% 481

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Barrett & Company's XYZ Position: Q1 2026 in Review

Barrett & Company held its Block Inc (XYZ) position steady in Q1 2026 at 90 shares worth $5.42K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Barrett & Company first reported a position in XYZ in Q3 2022 and has held it in 15 quarters since. The position peaked at $6.51K in Q3 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Barrett & Company held 90 shares of Block Inc worth $5.42K as of Q1 2026.
  • Barrett & Company left its Block Inc share count unchanged in Q1 2026.
  • Block Inc made up ﹤0.01% of Barrett & Company's portfolio in Q1 2026, its #518 holding.
  • Barrett & Company first reported a position in Block Inc in Q3 2022 and has held it in 15 quarters since.
  • Barrett & Company's Block Inc position peaked at $6.51K in Q3 2025.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.