BLC
XYZ

Brown, Lisle/Cummings’s Block Inc XYZ Stock Holding History

Brown, Lisle/Cummings’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
Q1 		$12.1K Buy
201
+27
+16% +$1.64K ﹤0.01% 540
2025
Q4 		$11.3K Hold
174
– – ﹤0.01% 487
2025
Q3 		$12.6K Hold
174
– – ﹤0.01% 480
2025
Q2 		$11.8K Hold
174
– – ﹤0.01% 485
2025
Q1 		$9.45K Buy
174
+4
+2% +$299 ﹤0.01% 501
2024
Q4 		$14.4K Sell
170
-40
-19% -$3.28K ﹤0.01% 450
2024
Q3 		$14.1K Buy
210
+60
+40% +$3.88K ﹤0.01% 430
2024
Q2 		$9.67K Buy
+150
New +$10.5K ﹤0.01% 458

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Brown, Lisle/Cummings's XYZ Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its Block Inc (XYZ) stake by 16% in Q1 2026, buying an estimated $1.64K and bringing the position to 201 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Brown, Lisle/Cummings first reported a position in XYZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $14.4K in Q4 2024. 993 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Brown, Lisle/Cummings held 201 shares of Block Inc worth $12.1K as of Q1 2026.
  • Brown, Lisle/Cummings bought 27 Block Inc shares in Q1 2026, an estimated $1.64K.
  • Block Inc made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #540 holding.
  • Brown, Lisle/Cummings first reported a position in Block Inc in Q2 2024 and has held it in 8 quarters since.
  • Brown, Lisle/Cummings's Block Inc position peaked at $14.4K in Q4 2024.
  • 993 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.