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	$1.11M	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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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. 987 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.
987 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.