C
XYZ

Certuity’s Block Inc XYZ Stock Holding History

Certuity’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 		$401K Buy
5,273
+252
+5% +$17.7K 0.02% 419
2026
Q1 		$302K Buy
+5,021
New +$305K 0.02% 457
2025
Q4 		– Sell
-4,804
Closed -$347K – 637
2025
Q3 		$347K Sell
4,804
-517
-10% -$38.7K 0.02% 349
2025
Q2 		$362K Buy
5,321
+443
+9% +$25.8K 0.03% 268
2025
Q1 		$266K Buy
4,878
+926
+23% +$69.1K 0.03% 298
2024
Q4 		$336K Sell
3,952
-101
-2% -$8.29K 0.04% 241
2024
Q3 		$272K Sell
4,053
-642
-14% -$41.5K 0.03% 284
2024
Q2 		$303K Sell
4,695
-72,038
-94% -$5.04M 0.02% 257
2024
Q1 		$6.49M Buy
76,733
+142
+0.2% +$10.3K 0.57% 38
2023
Q4 		$5.92M Buy
76,591
+582
+0.8% +$32.9K 0.6% 35
2023
Q3 		$3.36M Buy
76,009
+72,827
+2,289% +$4.51M 0.4% 43
2023
Q2 		$212K Sell
3,182
-337
-10% -$21.1K 0.02% 241
2023
Q1 		$242K Buy
3,519
+68
+2% +$5.09K 0.04% 183
2022
Q4 		$217K Buy
+3,451
New +$213K 0.03% 193
2022
Q2 		– Sell
-4,137
Closed -$561K – 315
2022
Q1 		$561K Buy
4,137
+97
+2% +$11.7K 0.12% 125
2021
Q4 		$653K Sell
4,040
-608
-13% -$132K 0.14% 105
2021
Q3 		$1.11M Buy
4,648
+674
+17% +$173K 0.22% 75
2021
Q2 		$971K Sell
3,974
-165
-4% -$38.3K 0.22% 68
2021
Q1 		$940K Buy
4,139
+527
+15% +$123K 0.25% 60
2020
Q4 		$788K Buy
3,612
+1,359
+60% +$265K 0.25% 64
2020
Q3 		$367K Buy
+2,253
New +$318K 0.14% 105
2020
Q2 		– Sell
-8,123
Closed -$442K – 223
2020
Q1 		$442K Buy
8,123
+750
+10% +$51.3K 0.25% 69
2019
Q4 		$461K Buy
+7,373
New +$471K 0.22% 79

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 $3.37T AUM 44.26% 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

Certuity's XYZ Position: Q2 2026 in Review

Certuity increased its Block Inc (XYZ) stake by 5% in Q2 2026, buying an estimated $17.7K and bringing the position to 5,273 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #419.

Certuity first reported a position in XYZ in Q4 2019 and has held it in 23 quarters since. The position peaked at $6.49M in Q1 2024. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Certuity held 5,273 shares of Block Inc worth $401K as of Q2 2026.
  • Certuity bought 252 Block Inc shares in Q2 2026, an estimated $17.7K.
  • Block Inc made up 0.02% of Certuity's portfolio in Q2 2026, its #419 holding.
  • Certuity first reported a position in Block Inc in Q4 2019 and has held it in 23 quarters since.
  • Certuity's Block Inc position peaked at $6.49M in Q1 2024.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.