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 Q3	$273K	Buy	3,711 +1,526	+70%	+$121K	0.4%	16
2026 Q2	$166K	Buy	2,185 +1,526	+232%	+$107K	0.15%	230
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bayforest Capital's XYZ Position: Q3 2026 in Review

Bayforest Capital increased its Block Inc (XYZ) stake by 70% in Q3 2026, buying an estimated $121K and bringing the position to 3,711 shares worth $273K. The position accounts for 0.4% of the portfolio, ranked #16.

Bayforest Capital first reported a position in XYZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $590K in Q1 2025. 523 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

Bayforest Capital held 3,711 shares of Block Inc worth $273K as of Q3 2026.
Bayforest Capital bought 1,526 Block Inc shares in Q3 2026, an estimated $121K.
Block Inc made up 0.4% of Bayforest Capital's portfolio in Q3 2026, its #16 holding.
Bayforest Capital first reported a position in Block Inc in Q4 2024 and has held it in 8 quarters since.
Bayforest Capital's Block Inc position peaked at $590K in Q1 2025.
523 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Bayforest Capital's 13F filing for Q3 2026, filed 3 Nov 2026.