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Brinker Capital Investments’s Block Inc XYZ Stock Holding History

Brinker Capital Investments’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 		$766K Buy
10,083
+5,000
+98% +$351K 0.01% 1301
2026
Q1 		$306K Sell
5,083
-495
-9% -$30.1K ﹤0.01% 1661
2025
Q4 		$363K Buy
5,578
+469
+9% +$32.4K ﹤0.01% 1721
2025
Q3 		$369K Sell
5,109
-429
-8% -$32.1K ﹤0.01% 1671
2025
Q2 		$376K Sell
5,538
-931
-14% -$54.2K ﹤0.01% 1610
2025
Q1 		$351K Sell
6,469
-4,502
-41% -$336K ﹤0.01% 1564
2024
Q4 		$932K Buy
10,971
+3,547
+48% +$291K 0.01% 1092
2024
Q3 		$498K Buy
7,424
+1,054
+17% +$68.1K 0.01% 1342
2024
Q2 		$411K Sell
6,370
-5,112
-45% -$358K ﹤0.01% 1342
2024
Q1 		$971K Buy
11,482
+3,552
+45% +$257K 0.01% 998
2023
Q4 		$550K Buy
7,930
+2,607
+49% +$147K 0.01% 1170
2023
Q3 		$236K Sell
5,323
-4,264
-44% -$264K ﹤0.01% 1486
2023
Q2 		$638K Sell
9,587
-2,030
-17% -$127K 0.01% 1123
2023
Q1 		$798K Buy
11,617
+7,045
+154% +$527K 0.01% 972
2022
Q4 		$287K Buy
+4,572
New +$282K 0.01% 1167
2022
Q3 		– Sell
-16,894
Closed -$1.04M – 1406
2022
Q2 		$1.04M Buy
16,894
+283
+2% +$25.9K 0.02% 727
2022
Q1 		$2.25M Buy
16,611
+4,333
+35% +$525K 0.03% 487
2021
Q4 		$1.98M Sell
12,278
-2,926
-19% -$634K 0.03% 578
2021
Q3 		$3.71M Hold
15,204
– – 0.06% 344
2021
Q2 		$3.71M Buy
15,204
+1,687
+12% +$391K 0.05% 393
2021
Q1 		$3.07M Sell
13,517
-10,651
-44% -$2.49M 0.05% 385
2020
Q4 		$5.26M Buy
24,168
+11,585
+92% +$2.26M 0.08% 299
2020
Q3 		$2.04M Buy
+12,583
New +$1.78M 0.04% 464
2020
Q1 		– Sell
-400
Closed -$25K – 787
2019
Q4 		$25K Hold
400
– – ﹤0.01% 485
2019
Q3 		$25K Hold
400
– – ﹤0.01% 489
2019
Q2 		$29K Sell
400
-359
-47% -$25.1K ﹤0.01% 654
2019
Q1 		$57K Buy
759
+659
+659% +$47.8K ﹤0.01% 454
2018
Q4 		$6K Hold
100
– – ﹤0.01% 543
2018
Q3 		$10K Buy
+100
New +$7.71K ﹤0.01% 481

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 $3.38T AUM 44.17% 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

Brinker Capital Investments's XYZ Position: Q2 2026 in Review

Brinker Capital Investments increased its Block Inc (XYZ) stake by 98% in Q2 2026, buying an estimated $351K and bringing the position to 10,083 shares worth $766K. The position accounts for 0.01% of the portfolio, ranked #1301.

Brinker Capital Investments first reported a position in XYZ in Q3 2018 and has held it in 29 quarters since. The position peaked at $5.26M in Q4 2020. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Brinker Capital Investments held 10,083 shares of Block Inc worth $766K as of Q2 2026.
  • Brinker Capital Investments bought 5,000 Block Inc shares in Q2 2026, an estimated $351K.
  • Block Inc made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1301 holding.
  • Brinker Capital Investments first reported a position in Block Inc in Q3 2018 and has held it in 29 quarters since.
  • Brinker Capital Investments's Block Inc position peaked at $5.26M in Q4 2020.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.