CIM
XYZ

Cambria Investment Management’s Block Inc XYZ Stock Holding History

Cambria Investment 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
2026
Q1 		$207K Sell
3,437
-247
-7% -$15K 0.01% 630
2025
Q4 		$240K Buy
+3,684
New +$254K 0.01% 554

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

Cambria Investment Management's XYZ Position: Q1 2026 in Review

Cambria Investment Management reduced its Block Inc (XYZ) stake by 6.7% in Q1 2026, selling an estimated $15K and leaving 3,437 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #630.

Cambria Investment Management first reported a position in XYZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $240K in Q4 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Cambria Investment Management held 3,437 shares of Block Inc worth $207K as of Q1 2026.
  • Cambria Investment Management sold 247 Block Inc shares in Q1 2026, an estimated $15K.
  • Block Inc made up 0.01% of Cambria Investment Management's portfolio in Q1 2026, its #630 holding.
  • Cambria Investment Management first reported a position in Block Inc in Q4 2025 and has held it in 2 quarters since.
  • Cambria Investment Management's Block Inc position peaked at $240K in Q4 2025.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Cambria Investment Management's 13F filing for Q1 2026, filed 15 May 2026.