Capstone Investment Advisors
XYZ

Capstone Investment Advisors’s Block Inc XYZ Stock Holding History

Capstone Investment 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
Q1 		$1.14M Buy
18,892
+9,917
+110% +$603K ﹤0.01% 818
2025
Q4 		$584K Buy
+8,975
New +$619K ﹤0.01% 1093
2025
Q3 		– Sell
-18,693
Closed -$1.4M – 2121
2025
Q2 		$1.27M Buy
+18,693
New +$1.09M ﹤0.01% 780
2024
Q3 		– Sell
-3,604
Closed -$232K – 2259
2024
Q2 		$232K Sell
3,604
-3,931
-52% -$275K ﹤0.01% 1709
2024
Q1 		$637K Buy
+7,535
New +$545K ﹤0.01% 1427
2022
Q4 		– Sell
-4,935
Closed -$271K – 1691
2022
Q3 		$271K Sell
4,935
-4,800
-49% -$340K ﹤0.01% 1408
2022
Q2 		$598K Sell
9,735
-6,921
-42% -$632K ﹤0.01% 1181
2022
Q1 		$2.26M Buy
16,656
+5,663
+52% +$686K 0.01% 995
2021
Q4 		$1.77M Buy
+10,993
New +$2.38M ﹤0.01% 1151
2021
Q3 		– Sell
-1,152
Closed -$281K – 2089
2021
Q2 		$281K Buy
+1,152
New +$267K ﹤0.01% 1460
2020
Q2 		– Sell
-82,600
Closed -$4.33M – 1380
2020
Q1 		$4.33M Buy
82,600
+82,017
+14,068% +$5.61M 0.07% 311
2019
Q4 		$36K Sell
583
-7,818
-93% -$500K ﹤0.01% 1345
2019
Q3 		$520K Buy
8,401
+8,173
+3,585% +$555K ﹤0.01% 1085
2019
Q2 		$17K Buy
+228
New +$15.9K ﹤0.01% 1359
2019
Q1 		– Sell
-110,335
Closed -$8M – 1383
2018
Q4 		$6.19M Buy
+110,335
New +$7.79M 0.08% 209
2017
Q2 		– Sell
-256,993
Closed -$4.44M – 988
2017
Q1 		$4.44M Buy
256,993
+230,171
+858% +$3.6M 0.11% 154
2016
Q4 		$365K Buy
26,822
+4,212
+19% +$52.4K 0.01% 676
2016
Q3 		$263K Buy
+22,610
New +$247K 0.01% 637

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

Capstone Investment Advisors's XYZ Position: Q1 2026 in Review

Capstone Investment Advisors increased its Block Inc (XYZ) stake by 110% in Q1 2026, buying an estimated $603K and bringing the position to 18,892 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Capstone Investment Advisors first reported a position in XYZ in Q3 2016 and has held it in 18 quarters since. The position peaked at $6.19M in Q4 2018. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Capstone Investment Advisors held 18,892 shares of Block Inc worth $1.14M as of Q1 2026.
  • Capstone Investment Advisors bought 9,917 Block Inc shares in Q1 2026, an estimated $603K.
  • Block Inc made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #818 holding.
  • Capstone Investment Advisors first reported a position in Block Inc in Q3 2016 and has held it in 18 quarters since.
  • Capstone Investment Advisors's Block Inc position peaked at $6.19M in Q4 2018.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

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