BTI
XYZ

Blue Trust Inc’s Block Inc XYZ Stock Holding History

Blue Trust Inc’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 		$63.4K Sell
834
-84
-9% -$5.91K ﹤0.01% 1253
2026
Q1 		$55.2K Sell
918
-173
-16% -$10.5K ﹤0.01% 1276
2025
Q4 		$71K Buy
1,091
+29
+3% +$2K ﹤0.01% 1214
2025
Q3 		$76.8K Buy
1,062
+256
+32% +$19.2K ﹤0.01% 1192
2025
Q2 		$54.8K Buy
806
+29
+4% +$1.69K ﹤0.01% 1430
2025
Q1 		$42.2K Sell
777
-38
-5% -$2.84K ﹤0.01% 1442
2024
Q4 		$69.3K Sell
815
-5,763
-88% -$473K ﹤0.01% 1101
2024
Q3 		$424K Buy
6,578
+4,411
+204% +$285K 0.01% 533
2024
Q2 		$183K Buy
2,167
+2,074
+2,230% +$145K ﹤0.01% 746
2024
Q1 		$7.87K Sell
93
-808
-90% -$58.4K ﹤0.01% 1506
2023
Q4 		$40K Buy
901
+879
+3,995% +$49.7K ﹤0.01% 1012
2023
Q3 		$1K Sell
22
-110
-83% -$6.81K ﹤0.01% 1986
2023
Q2 		$9K Sell
132
-124
-48% -$7.75K ﹤0.01% 1360
2023
Q1 		$17K Sell
256
-220
-46% -$16.5K ﹤0.01% 1434
2022
Q4 		$26K Buy
476
+200
+72% +$12.3K ﹤0.01% 1204
2022
Q3 		$17K Sell
276
-41
-13% -$2.9K ﹤0.01% 1160
2022
Q2 		$43K Buy
+317
New +$29K ﹤0.01% 732

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

Blue Trust Inc's XYZ Position: Q2 2026 in Review

Blue Trust Inc reduced its Block Inc (XYZ) stake by 9.2% in Q2 2026, selling an estimated $5.91K and leaving 834 shares worth $63.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Blue Trust Inc first reported a position in XYZ in Q2 2022 and has held it in 17 quarters since. The position peaked at $424K in Q3 2024. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Blue Trust Inc held 834 shares of Block Inc worth $63.4K as of Q2 2026.
  • Blue Trust Inc sold 84 Block Inc shares in Q2 2026, an estimated $5.91K.
  • Block Inc made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1253 holding.
  • Blue Trust Inc first reported a position in Block Inc in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Block Inc position peaked at $424K in Q3 2024.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.