Bellevue Asset Management’s Block Inc XYZ Stock Holding History

Bellevue Asset Management’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	$2.74K	Hold	36	–	–	﹤0.01%	415
2026 Q1	$2.17K	Hold	36	–	–	﹤0.01%	352
2025 Q4	$2.34K	Hold	36	–	–	﹤0.01%	422
2025 Q3	$2.6K	Hold	36	–	–	﹤0.01%	411
2025 Q2	$2.44K	Hold	36	–	–	﹤0.01%	412
2025 Q1	$1.96K	Hold	36	–	–	﹤0.01%	428
2024 Q4	$3.06K	Hold	36	–	–	﹤0.01%	406
2024 Q3	$2.42K	Hold	36	–	–	﹤0.01%	391
2024 Q2	$2.32K	Hold	36	–	–	﹤0.01%	390
2024 Q1	$3.04K	Hold	36	–	–	﹤0.01%	366
2023 Q4	$2.78K	Hold	36	–	–	﹤0.01%	371
2023 Q3	$1.59K	Hold	36	–	–	﹤0.01%	412
2023 Q2	$2.4K	Hold	36	–	–	﹤0.01%	386
2023 Q1	$2.47K	Hold	36	–	–	﹤0.01%	384
2022 Q4	$2.22K	Sell	36 -2	-5%	-$123	﹤0.01%	388
2022 Q3	$2K	Hold	38	–	–	﹤0.01%	447
2022 Q2	$2K	Sell	38 -2	-5%	-$183	﹤0.01%	454
2022 Q1	$6K	Sell	40 -24	-38%	-$2.91K	﹤0.01%	347
2021 Q4	$10K	Buy	64 +25	+64%	+$5.42K	0.01%	324
2021 Q3	$10K	Hold	39	–	–	0.01%	335
2021 Q2	$10K	Buy	39 +27	+225%	+$6.26K	0.01%	335
2021 Q1	$3K	Hold	12	–	–	﹤0.01%	540
2020 Q4	$3K	Buy	+12	New	+$2.34K	﹤0.01%	556

Other funds holding XYZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Bellevue Asset Management's XYZ Position: Q2 2026 in Review

Bellevue Asset Management held its Block Inc (XYZ) position steady in Q2 2026 at 36 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Bellevue Asset Management first reported a position in XYZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $10K in Q4 2021. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Bellevue Asset Management held 36 shares of Block Inc worth $2.74K as of Q2 2026.
Bellevue Asset Management left its Block Inc share count unchanged in Q2 2026.
Block Inc made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #415 holding.
Bellevue Asset Management first reported a position in Block Inc in Q4 2020 and has held it in 23 quarters since.
Bellevue Asset Management's Block Inc position peaked at $10K in Q4 2021.
1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.