Chicago Trust’s Block Inc XYZ Stock Holding History

Chicago Trust’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	–	Sell	-4,420	Closed	-$288K	–	407
2025 Q4	$288K	Sell	4,420 -4,147	-48%	-$286K	0.05%	326
2025 Q3	$619K	Buy	8,567 +2,091	+32%	+$157K	0.09%	212
2025 Q2	$440K	Buy	+6,476	New	+$377K	0.06%	262
2025 Q1	–	Sell	-3,550	Closed	-$302K	–	383
2024 Q4	$302K	Buy	+3,550	New	+$291K	0.05%	266
2022 Q1	–	Sell	-2,940	Closed	-$475K	–	359
2021 Q4	$475K	Sell	2,940 -100	-3%	-$21.7K	0.09%	208
2021 Q3	$729K	Buy	3,040 +1,915	+170%	+$492K	0.16%	152
2021 Q2	$274K	Buy	+1,125	New	+$261K	0.06%	262

Other funds holding XYZ

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Chicago Trust's XYZ Position: Q1 2026 in Review

Chicago Trust sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 4,420 shares — an estimated $288K sold.

Chicago Trust first reported a position in XYZ in Q2 2021 and held it in 7 quarters. The position peaked at $729K in Q3 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

Chicago Trust reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
Chicago Trust sold 4,420 Block Inc shares in Q1 2026, an estimated $288K.
Chicago Trust first reported a position in Block Inc in Q2 2021 and held it in 7 quarters.
Chicago Trust's Block Inc position peaked at $729K in Q3 2021.
986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Chicago Trust's 13F filing for Q1 2026, filed 24 Apr 2026.