CAM
XYZ

Cidel Asset Management’s Block Inc XYZ Stock Holding History

Cidel Asset 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 		$229K Buy
+3,018
New +$212K 0.01% 423
2025
Q3 		– Sell
-4,572
Closed -$311K – 380
2025
Q2 		$311K Buy
4,572
+257
+6% +$15K 0.02% 260
2025
Q1 		$234K Buy
4,315
+312
+8% +$23.3K 0.02% 291
2024
Q4 		$340K Hold
4,003
– – 0.02% 230
2024
Q3 		$269K Buy
4,003
+757
+23% +$48.9K 0.02% 279
2024
Q2 		$209K Hold
3,246
– – 0.02% 302
2024
Q1 		$275K Buy
+3,246
New +$235K 0.02% 267

Other funds holding XYZ

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Cidel Asset Management's XYZ Position: Q2 2026 in Review

Cidel Asset Management opened a new position in Block Inc (XYZ) in Q2 2026: 3,018 shares worth $229K. The stake represents 0.01% of the portfolio and ranks #423 among its holdings. This is a return to the name: Cidel Asset Management previously reported a position in XYZ as recently as Q2 2025.

Cidel Asset Management first reported a position in XYZ in Q1 2024 and has held it in 7 quarters since. The position peaked at $340K in Q4 2024. 174 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Cidel Asset Management held 3,018 shares of Block Inc worth $229K as of Q2 2026.
  • Block Inc was a new Cidel Asset Management position in Q2 2026.
  • Block Inc made up 0.01% of Cidel Asset Management's portfolio in Q2 2026, its #423 holding.
  • Cidel Asset Management first reported a position in Block Inc in Q1 2024 and has held it in 7 quarters since.
  • Cidel Asset Management's Block Inc position peaked at $340K in Q4 2024.
  • 174 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.