Bleakley Financial Group’s Block Inc XYZ Stock Holding History

Bleakley Financial Group’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	$1.03M	Buy	+13,605	New	+$956K	0.01%	642
2026 Q1	–	Sell	-10,028	Closed	-$653K	–	794
2025 Q4	$653K	Buy	+10,028	New	+$692K	0.01%	548
2025 Q1	–	Sell	-9,949	Closed	-$846K	–	1053
2024 Q4	$846K	Buy	9,949 +2,721	+38%	+$223K	0.03%	463
2024 Q3	$485K	Buy	7,228 +741	+11%	+$47.9K	0.01%	611
2024 Q2	$418K	Sell	6,487 -130	-2%	-$9.09K	0.01%	661
2024 Q1	$560K	Buy	6,617 +109	+2%	+$7.88K	0.02%	578
2023 Q4	$503K	Buy	6,508 +1,620	+33%	+$91.6K	0.02%	586
2023 Q3	$216K	Sell	4,888 -3,226	-40%	-$200K	0.01%	781
2023 Q2	$540K	Sell	8,114 -2,042	-20%	-$128K	0.02%	564
2023 Q1	$697K	Buy	10,156 +541	+6%	+$40.5K	0.02%	486
2022 Q4	$604K	Buy	+9,615	New	+$593K	0.02%	500

Other funds holding XYZ

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Bleakley Financial Group's XYZ Position: Q2 2026 in Review

Bleakley Financial Group opened a new position in Block Inc (XYZ) in Q2 2026: 13,605 shares worth $1.03M. The stake represents 0.01% of the portfolio and ranks #642 among its holdings. This is a return to the name: Bleakley Financial Group previously reported a position in XYZ as recently as Q4 2025.

Bleakley Financial Group first reported a position in XYZ in Q4 2022 and has held it in 11 quarters since. 556 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Bleakley Financial Group held 13,605 shares of Block Inc worth $1.03M as of Q2 2026.
Block Inc was a new Bleakley Financial Group position in Q2 2026.
Block Inc made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #642 holding.
Bleakley Financial Group first reported a position in Block Inc in Q4 2022 and has held it in 11 quarters since.
556 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.