CPIG
XYZ

Chicago Partners Investment Group’s Block Inc XYZ Stock Holding History

Chicago Partners Investment Group’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 		$787K Buy
10,286
+4,691
+84% +$330K 0.02% 770
2026
Q1 		$406K Buy
5,595
+2,088
+60% +$127K 0.01% 997
2025
Q4 		$234K Buy
3,507
+31
+0.9% +$2.14K 0.01% 1163
2025
Q3 		$279K Sell
3,476
-789
-18% -$59.1K 0.01% 993
2025
Q2 		$340K Buy
+4,265
New +$248K 0.01% 778
2025
Q1 		– Sell
-2,923
Closed -$254K – 999
2024
Q4 		$254K Sell
2,923
-104
-3% -$8.53K 0.01% 727
2024
Q3 		$216K Sell
3,027
-2,758
-48% -$178K 0.01% 735
2024
Q2 		$348K Buy
5,785
+947
+20% +$66.2K 0.01% 552
2024
Q1 		$364K Buy
4,838
+1,096
+29% +$79.3K 0.02% 522
2023
Q4 		$234K Sell
3,742
-1,331
-26% -$75.3K 0.01% 599
2023
Q3 		$223K Sell
5,073
-139
-3% -$8.61K 0.01% 576
2023
Q2 		$388K Sell
5,212
-665
-11% -$41.5K 0.02% 473
2023
Q1 		$379K Buy
+5,877
New +$440K 0.02% 454
2021
Q4 		– Sell
-2,218
Closed -$502K – 617
2021
Q3 		$502K Buy
2,218
+637
+40% +$164K 0.04% 334
2021
Q2 		$414K Buy
1,581
+95
+6% +$22K 0.03% 356
2021
Q1 		$380K Buy
1,486
+47
+3% +$11K 0.03% 352
2020
Q4 		$321K Buy
+1,439
New +$281K 0.03% 355

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

Chicago Partners Investment Group's XYZ Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Block Inc (XYZ) stake by 84% in Q2 2026, buying an estimated $330K and bringing the position to 10,286 shares worth $787K. The position accounts for 0.02% of the portfolio, ranked #770.

Chicago Partners Investment Group first reported a position in XYZ in Q4 2020 and has held it in 17 quarters since. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Chicago Partners Investment Group held 10,286 shares of Block Inc worth $787K as of Q2 2026.
  • Chicago Partners Investment Group bought 4,691 Block Inc shares in Q2 2026, an estimated $330K.
  • Block Inc made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #770 holding.
  • Chicago Partners Investment Group first reported a position in Block Inc in Q4 2020 and has held it in 17 quarters since.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.