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	$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

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. 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.