Cache Advisors’s Block Inc XYZ Stock Holding History

Cache Advisors’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	$595K	Hold	7,830	–	–	0.05%	96
2026 Q1	$471K	Hold	7,830	–	–	0.05%	85
2025 Q4	$510K	Sell	7,830 -15,705	-67%	-$1.08M	0.06%	82
2025 Q3	$2.07M	Buy	23,535 +15,705	+201%	+$1.18M	0.36%	33
2025 Q2	$532K	Hold	7,830	–	–	0.14%	65
2025 Q1	$425K	Hold	7,830	–	–	0.16%	61
2024 Q4	$665K	Buy	+7,830	New	+$642K	0.28%	44

Other funds holding XYZ

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BCM

Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Cache Advisors's XYZ Position: Q2 2026 in Review

Cache Advisors held its Block Inc (XYZ) position steady in Q2 2026 at 7,830 shares worth $595K. The position accounts for 0.05% of the portfolio, ranked #96.

Cache Advisors first reported a position in XYZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.07M in Q3 2025. 193 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Cache Advisors held 7,830 shares of Block Inc worth $595K as of Q2 2026.
Cache Advisors left its Block Inc share count unchanged in Q2 2026.
Block Inc made up 0.05% of Cache Advisors's portfolio in Q2 2026, its #96 holding.
Cache Advisors first reported a position in Block Inc in Q4 2024 and has held it in 7 quarters since.
Cache Advisors's Block Inc position peaked at $2.07M in Q3 2025.
193 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Cache Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.