BFM
XYZ

Brooklands Fund Management’s Block Inc XYZ Stock Holding History

Brooklands Fund 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
2025
Q4 		– Sell
-5,938
Closed -$429K – 150
2025
Q3 		$429K Buy
+5,938
New +$444K 0.53% 28
2025
Q2 		– Sell
-4,950
Closed -$269K – 117
2025
Q1 		$269K Sell
4,950
-5,850
-54% -$437K 0.17% 48
2024
Q4 		$918K Buy
+10,800
New +$886K 1.06% 21

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Brooklands Fund Management's XYZ Position: Q1 2026 in Review

Brooklands Fund Management sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 6,438 shares — an estimated $389K sold.

Brooklands Fund Management first reported a position in XYZ in Q4 2025 and held it in 1 quarter. The position peaked at $389K in Q4 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Brooklands Fund Management reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Brooklands Fund Management sold 6,438 Block Inc shares in Q1 2026, an estimated $389K.
  • Brooklands Fund Management first reported a position in Block Inc in Q4 2025 and held it in 1 quarter.
  • Brooklands Fund Management's Block Inc position peaked at $389K in Q4 2025.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Brooklands Fund Management's 13F filing for Q1 2026, filed 14 May 2026.