CCM
XYZ

Chaney Capital Management’s Block Inc XYZ Stock Holding History

Chaney Capital 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
Q1 		$239K Hold
3,970
– – 0.08% 36
2025
Q4 		$258K Hold
3,970
– – 0.09% 35
2025
Q3 		$287K Hold
3,970
– – 0.1% 32
2025
Q2 		$270K Hold
3,970
– – 0.11% 31
2025
Q1 		$216K Hold
3,970
– – 0.1% 33
2024
Q4 		$337K Hold
3,970
– – 0.16% 30
2024
Q3 		$267K Hold
3,970
– – 0.15% 34
2024
Q2 		$256K Buy
+3,970
New +$278K 0.17% 34

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Chaney Capital Management's XYZ Position: Q1 2026 in Review

Chaney Capital Management held its Block Inc (XYZ) position steady in Q1 2026 at 3,970 shares worth $239K. The position accounts for 0.08% of the portfolio, ranked #36.

Chaney Capital Management first reported a position in XYZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $337K in Q4 2024. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Chaney Capital Management held 3,970 shares of Block Inc worth $239K as of Q1 2026.
  • Chaney Capital Management left its Block Inc share count unchanged in Q1 2026.
  • Block Inc made up 0.08% of Chaney Capital Management's portfolio in Q1 2026, its #36 holding.
  • Chaney Capital Management first reported a position in Block Inc in Q2 2024 and has held it in 8 quarters since.
  • Chaney Capital Management's Block Inc position peaked at $337K in Q4 2024.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Chaney Capital Management's 13F filing for Q1 2026, filed 11 May 2026.