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Cape Investment Advisory’s Block Inc XYZ Stock Holding History

Cape Investment Advisory’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 		$2.58K Buy
+34
New +$2.39K ﹤0.01% 1192
2026
Q1 		– Sell
-21
Closed -$1.37K – 1291
2025
Q4 		$1.37K Buy
21
+11
+110% +$759 ﹤0.01% 1154
2025
Q3 		$723 Sell
10
-116
-92% -$8.68K ﹤0.01% 759
2025
Q2 		$8.56K Buy
126
+100
+385% +$5.82K ﹤0.01% 660
2025
Q1 		$1.41K Buy
26
+8
+44% +$597 ﹤0.01% 928
2024
Q4 		$1.53K Buy
18
+13
+260% +$1.07K ﹤0.01% 910
2024
Q3 		$336 Buy
+5
New +$323 ﹤0.01% 911
2024
Q2 		– Sell
-400
Closed -$33.8K – 995
2024
Q1 		$33.8K Sell
400
-119
-23% -$8.61K 0.02% 362
2023
Q4 		$40.1K Buy
519
+419
+419% +$23.7K 0.02% 389
2023
Q3 		$4.43K Sell
100
-200
-67% -$12.4K ﹤0.01% 691
2023
Q2 		$20K Buy
300
+100
+50% +$6.25K 0.01% 435
2023
Q1 		$13.7K Buy
+200
New +$15K 0.01% 485

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

Cape Investment Advisory's XYZ Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Block Inc (XYZ) in Q2 2026: 34 shares worth $2.58K. The stake represents ﹤0.01% of the portfolio and ranks #1192 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in XYZ as recently as Q4 2025.

Cape Investment Advisory first reported a position in XYZ in Q1 2023 and has held it in 12 quarters since. The position peaked at $40.1K in Q4 2023. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Cape Investment Advisory held 34 shares of Block Inc worth $2.58K as of Q2 2026.
  • Block Inc was a new Cape Investment Advisory position in Q2 2026.
  • Block Inc made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1192 holding.
  • Cape Investment Advisory first reported a position in Block Inc in Q1 2023 and has held it in 12 quarters since.
  • Cape Investment Advisory's Block Inc position peaked at $40.1K in Q4 2023.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.