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 		$8.08M Buy
106,300
+16,000
+18% +$1.12M 0.01% 390
2026
Q1 		$5.43M Buy
90,300
+58,600
+185% +$3.56M 0.01% 401
2025
Q4 		$2.06M Buy
31,700
+14,000
+79% +$966K ﹤0.01% 614
2025
Q3 		$1.28M Buy
+17,700
New +$1.32M ﹤0.01% 927
2024
Q2 		– Sell
-56,900
Closed -$4.81M – 2546
2024
Q1 		$4.81M Buy
+56,900
New +$4.12M 0.02% 462
2022
Q3 		– Sell
-87,800
Closed -$5.4M – 1794
2022
Q2 		$5.4M Sell
87,800
-6,600
-7% -$603K 0.03% 391
2022
Q1 		$12.8M Buy
+94,400
New +$11.4M 0.04% 378
2021
Q3 		– Sell
-5,600
Closed -$1.36M – 2090
2021
Q2 		$1.36M Buy
+5,600
New +$1.3M ﹤0.01% 1148
2020
Q1 		– Sell
-17,000
Closed -$1.06M – 1410
2019
Q4 		$1.06M Sell
17,000
-19,600
-54% -$1.25M 0.01% 986
2019
Q3 		$2.27M Sell
36,600
-250,200
-87% -$17M 0.02% 699
2019
Q2 		$20.8M Buy
286,800
+183,300
+177% +$12.8M 0.15% 149
2019
Q1 		$7.75M Sell
103,500
-154,500
-60% -$11.2M 0.07% 270
2018
Q4 		$14.5M Buy
+258,000
New +$18.2M 0.18% 91

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.