Catalyst Funds Management’s Block Inc XYZ Stock Holding History

Catalyst Funds Management’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	$1.16M	Buy	+15,300	New	+$1.08M	0.07%	273
2025 Q4	–	Sell	-3,500	Closed	-$253K	–	594
2025 Q3	$253K	Sell	3,500 -26,790	-88%	-$2.01M	0.04%	366
2025 Q2	$2.06M	Sell	30,290 -25,810	-46%	-$1.5M	0.57%	40
2025 Q1	$3.05M	Hold	56,100	–	–	0.8%	22
2024 Q4	$4.77M	Buy	56,100 +49,100	+701%	+$4.03M	1.17%	15
2024 Q3	$470K	Hold	7,000	–	–	0.1%	138
2024 Q2	$451K	Buy	+7,000	New	+$490K	0.12%	114

Other funds holding XYZ

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Catalyst Funds Management's XYZ Position: Q2 2026 in Review

Catalyst Funds Management opened a new position in Block Inc (XYZ) in Q2 2026: 15,300 shares worth $1.16M. The stake represents 0.07% of the portfolio and ranks #273 among its holdings. This is a return to the name: Catalyst Funds Management previously reported a position in XYZ as recently as Q3 2025.

Catalyst Funds Management first reported a position in XYZ in Q2 2024 and has held it in 7 quarters since. The position peaked at $4.77M in Q4 2024. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Catalyst Funds Management held 15,300 shares of Block Inc worth $1.16M as of Q2 2026.
Block Inc was a new Catalyst Funds Management position in Q2 2026.
Block Inc made up 0.07% of Catalyst Funds Management's portfolio in Q2 2026, its #273 holding.
Catalyst Funds Management first reported a position in Block Inc in Q2 2024 and has held it in 7 quarters since.
Catalyst Funds Management's Block Inc position peaked at $4.77M in Q4 2024.
1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.