Cary Street Partners Investment Advisory’s Block Inc XYZ Stock Holding History

Cary Street Partners Investment Advisory’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	$86.6K	Buy	1,140 +274	+32%	+$19.3K	0.02%	523
2026 Q1	$52.1K	Buy	866 +256	+42%	+$15.6K	0.01%	533
2025 Q4	$39.7K	Buy	610 +223	+58%	+$15.4K	0.01%	535
2025 Q3	$28K	Buy	+387	New	+$29K	0.01%	491
2025 Q1	–	Sell	-103	Closed	-$8.75K	–	595
2024 Q4	$8.75K	Buy	+103	New	+$8.45K	0.01%	449
2023 Q4	–	Sell	-1,269	Closed	-$56.2K	–	1832
2023 Q3	$56.2K	Sell	1,269 -206	-14%	-$12.8K	﹤0.01%	837
2023 Q2	$98.2K	Hold	1,475	–	–	0.01%	668
2023 Q1	$101K	Sell	1,475 -275	-16%	-$20.6K	0.01%	590
2022 Q4	$110K	Buy	+1,750	New	+$108K	0.01%	567
2022 Q3	–	Sell	-1,832	Closed	-$113K	–	576
2022 Q2	$113K	Buy	+1,832	New	+$167K	0.01%	495
2021 Q4	–	Sell	-862	Closed	-$207K	–	267
2021 Q3	$207K	Buy	862 +50	+6%	+$12.8K	0.07%	235
2021 Q2	$198K	Buy	+812	New	+$188K	0.06%	243
2021 Q1	–	Sell	-1,083	Closed	-$236K	–	421
2020 Q4	$236K	Buy	1,083 +458	+73%	+$89.3K	0.05%	298
2020 Q3	$102K	Buy	+625	New	+$88.2K	0.02%	375

Other funds holding XYZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cary Street Partners Investment Advisory's XYZ Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Block Inc (XYZ) stake by 32% in Q2 2026, buying an estimated $19.3K and bringing the position to 1,140 shares worth $86.6K. The position accounts for 0.02% of the portfolio, ranked #523.

Cary Street Partners Investment Advisory first reported a position in XYZ in Q3 2020 and has held it in 14 quarters since. The position peaked at $236K in Q4 2020. 689 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Cary Street Partners Investment Advisory held 1,140 shares of Block Inc worth $86.6K as of Q2 2026.
Cary Street Partners Investment Advisory bought 274 Block Inc shares in Q2 2026, an estimated $19.3K.
Block Inc made up 0.02% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #523 holding.
Cary Street Partners Investment Advisory first reported a position in Block Inc in Q3 2020 and has held it in 14 quarters since.
Cary Street Partners Investment Advisory's Block Inc position peaked at $236K in Q4 2020.
689 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.