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
Q2 		$410K Sell
5,400
-13,100
-71% -$921K ﹤0.01% 1318
2026
Q1 		$1.11M Sell
18,500
-15,300
-45% -$930K ﹤0.01% 832
2025
Q4 		$2.2M Buy
33,800
+7,400
+28% +$510K ﹤0.01% 592
2025
Q3 		$1.91M Buy
+26,400
New +$1.98M ﹤0.01% 780
2024
Q2 		– Sell
-58,400
Closed -$4.94M – 2545
2024
Q1 		$4.94M Buy
+58,400
New +$4.22M 0.02% 448
2022
Q3 		– Sell
-264,400
Closed -$16.3M – 1793
2022
Q2 		$16.3M Buy
264,400
+153,500
+138% +$14M 0.08% 166
2022
Q1 		$15M Buy
+110,900
New +$13.4M 0.04% 331
2021
Q3 		– Sell
-3,200
Closed -$780K – 2088
2021
Q2 		$780K Buy
+3,200
New +$742K ﹤0.01% 1299
2020
Q1 		– Sell
-6,100
Closed -$382K – 1409
2019
Q4 		$382K Sell
6,100
-3,600
-37% -$230K ﹤0.01% 1187
2019
Q3 		$601K Sell
9,700
-246,900
-96% -$16.8M ﹤0.01% 1051
2019
Q2 		$18.6M Buy
256,600
+154,000
+150% +$10.8M 0.13% 168
2019
Q1 		$7.69M Buy
+102,600
New +$7.44M 0.07% 272

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

Capstone Investment Advisors's XYZ Position: Q2 2026 in Review

Capstone Investment Advisors increased its Block Inc (XYZ) stake by 20% in Q2 2026, buying an estimated $271K and bringing the position to 22,753 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Capstone Investment Advisors first reported a position in XYZ in Q3 2016 and has held it in 19 quarters since. The position peaked at $6.19M in Q4 2018. 1,084 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Capstone Investment Advisors held 22,753 shares of Block Inc worth $1.73M as of Q2 2026.
  • Capstone Investment Advisors bought 3,861 Block Inc shares in Q2 2026, an estimated $271K.
  • Block Inc made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #777 holding.
  • Capstone Investment Advisors first reported a position in Block Inc in Q3 2016 and has held it in 19 quarters since.
  • Capstone Investment Advisors's Block Inc position peaked at $6.19M in Q4 2018.
  • 1,084 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.