BFS
XYZ

Bradley Foster & Sargent’s Block Inc XYZ Stock Holding History

Bradley Foster & Sargent’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 		$329K Hold
4,331
– – ﹤0.01% 464
2026
Q1 		$261K Sell
4,331
-202
-4% -$12.3K ﹤0.01% 482
2025
Q4 		$295K Hold
4,533
– – ﹤0.01% 465
2025
Q3 		$328K Hold
4,533
– – ﹤0.01% 450
2025
Q2 		$308K Buy
4,533
+371
+9% +$21.6K ﹤0.01% 460
2025
Q1 		$226K Hold
4,162
– – ﹤0.01% 444
2024
Q4 		$354K Sell
4,162
-200
-5% -$16.4K 0.01% 399
2024
Q3 		$293K Buy
4,362
+188
+5% +$12.1K ﹤0.01% 412
2024
Q2 		$269K Hold
4,174
– – ﹤0.01% 409
2024
Q1 		$353K Sell
4,174
-20
-0.5% -$1.45K 0.01% 381
2023
Q4 		$324K Sell
4,194
-138
-3% -$7.8K 0.01% 388
2023
Q3 		$288K Hold
4,332
– – 0.01% 393
2023
Q2 		$288K Sell
4,332
-200
-4% -$12.5K 0.01% 393
2023
Q1 		$311K Hold
4,532
– – 0.01% 372
2022
Q4 		$285K Sell
4,532
-71
-2% -$4.38K 0.01% 374
2022
Q3 		$253K Hold
4,603
– – 0.01% 387
2022
Q2 		$283K Sell
4,603
-550
-11% -$50.3K 0.01% 388
2022
Q1 		$699K Buy
5,153
+3,525
+217% +$427K 0.01% 305
2021
Q4 		$263K Buy
+1,628
New +$353K 0.01% 405

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

Bradley Foster & Sargent's XYZ Position: Q2 2026 in Review

Bradley Foster & Sargent held its Block Inc (XYZ) position steady in Q2 2026 at 4,331 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Bradley Foster & Sargent first reported a position in XYZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $699K in Q1 2022. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Bradley Foster & Sargent held 4,331 shares of Block Inc worth $329K as of Q2 2026.
  • Bradley Foster & Sargent left its Block Inc share count unchanged in Q2 2026.
  • Block Inc made up ﹤0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #464 holding.
  • Bradley Foster & Sargent first reported a position in Block Inc in Q4 2021 and has held it in 19 quarters since.
  • Bradley Foster & Sargent's Block Inc position peaked at $699K in Q1 2022.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.