Clear Harbor Asset Management’s Block Inc XYZ Stock Holding History

Clear Harbor 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	$773K	Buy	10,176 +78	+0.8%	+$5.48K	0.05%	249
2026 Q1	$608K	Buy	10,098 +6,467	+178%	+$393K	0.04%	288
2025 Q4	$236K	Buy	+3,631	New	+$250K	0.02%	395
2025 Q3	–	Sell	-3,041	Closed	-$207K	–	453
2025 Q2	$207K	Buy	+3,041	New	+$177K	0.02%	373
2020 Q4	–	Sell	-250	Closed	-$40.6K	–	753
2020 Q3	$40.6K	Buy	+250	New	+$35.3K	0.01%	415
2020 Q1	–	Sell	-325	Closed	-$20.3K	–	720
2019 Q4	$20.3K	Buy	+325	New	+$20.8K	﹤0.01%	515

Other funds holding XYZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Clear Harbor Asset Management's XYZ Position: Q2 2026 in Review

Clear Harbor Asset Management increased its Block Inc (XYZ) stake by 0.77% in Q2 2026, buying an estimated $5.48K and bringing the position to 10,176 shares worth $773K. The position accounts for 0.05% of the portfolio, ranked #249.

Clear Harbor Asset Management first reported a position in XYZ in Q4 2019 and has held it in 6 quarters since. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Clear Harbor Asset Management held 10,176 shares of Block Inc worth $773K as of Q2 2026.
Clear Harbor Asset Management bought 78 Block Inc shares in Q2 2026, an estimated $5.48K.
Block Inc made up 0.05% of Clear Harbor Asset Management's portfolio in Q2 2026, its #249 holding.
Clear Harbor Asset Management first reported a position in Block Inc in Q4 2019 and has held it in 6 quarters since.
1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.