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
Q2 		$6.84K Hold
90
– – ﹤0.01% 521
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

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

Barrett & Company's XYZ Position: Q2 2026 in Review

Barrett & Company held its Block Inc (XYZ) position steady in Q2 2026 at 90 shares worth $6.84K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Barrett & Company first reported a position in XYZ in Q3 2022 and has held it in 16 quarters since. 1,082 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Barrett & Company held 90 shares of Block Inc worth $6.84K as of Q2 2026.
  • Barrett & Company left its Block Inc share count unchanged in Q2 2026.
  • Block Inc made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #521 holding.
  • Barrett & Company first reported a position in Block Inc in Q3 2022 and has held it in 16 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.