BC
XYZ

Bayforest Capital’s Block Inc XYZ Stock Holding History

Bayforest Capital’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 		$39.7K Sell
659
-1,316
-67% -$80K 0.04% 618
2025
Q4 		$129K Sell
1,975
-2,216
-53% -$153K 0.1% 404
2025
Q3 		$303K Buy
4,191
+956
+30% +$71.6K 0.14% 285
2025
Q2 		$220K Sell
3,235
-7,632
-70% -$444K 0.1% 362
2025
Q1 		$590K Buy
10,867
+8,696
+401% +$649K 0.26% 120
2024
Q4 		$185K Buy
+2,171
New +$178K 0.23% 151

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

Bayforest Capital's XYZ Position: Q1 2026 in Review

Bayforest Capital reduced its Block Inc (XYZ) stake by 67% in Q1 2026, selling an estimated $80K and leaving 659 shares worth $39.7K. The position accounts for 0.04% of the portfolio, ranked #618.

Bayforest Capital first reported a position in XYZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $590K in Q1 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Bayforest Capital held 659 shares of Block Inc worth $39.7K as of Q1 2026.
  • Bayforest Capital sold 1,316 Block Inc shares in Q1 2026, an estimated $80K.
  • Block Inc made up 0.04% of Bayforest Capital's portfolio in Q1 2026, its #618 holding.
  • Bayforest Capital first reported a position in Block Inc in Q4 2024 and has held it in 6 quarters since.
  • Bayforest Capital's Block Inc position peaked at $590K in Q1 2025.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Bayforest Capital's 13F filing for Q1 2026, filed 15 Apr 2026.