ClearBridge Investments
XYZ

ClearBridge Investments’s Block Inc XYZ Stock Holding History

ClearBridge Investments’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 		$141M Buy
1,851,568
+28,809
+2% +$2.03M 0.12% 176
2026
Q1 		$110M Buy
1,822,759
+344,864
+23% +$21M 0.1% 193
2025
Q4 		$96.2M Sell
1,477,895
-72,259
-5% -$4.98M 0.08% 243
2025
Q3 		$112M Sell
1,550,154
-213,838
-12% -$16M 0.08% 220
2025
Q2 		$120M Buy
1,763,992
+90,064
+5% +$5.24M 0.1% 202
2025
Q1 		$90.9M Sell
1,673,928
-65,254
-4% -$4.87M 0.08% 238
2024
Q4 		$148M Sell
1,739,182
-86,153
-5% -$7.07M 0.12% 169
2024
Q3 		$123M Buy
1,825,335
+103,047
+6% +$6.66M 0.1% 204
2024
Q2 		$111M Sell
1,722,288
-31,850
-2% -$2.23M 0.09% 211
2024
Q1 		$148M Sell
1,754,138
-141,089
-7% -$10.2M 0.12% 185
2023
Q4 		$147M Buy
1,895,227
+672,627
+55% +$38M 0.13% 178
2023
Q3 		$54.1M Buy
1,222,600
+115,132
+10% +$7.13M 0.05% 293
2023
Q2 		$73.7M Buy
+1,107,468
New +$69.2M 0.07% 264

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

ClearBridge Investments's XYZ Position: Q2 2026 in Review

ClearBridge Investments increased its Block Inc (XYZ) stake by 1.6% in Q2 2026, buying an estimated $2.03M and bringing the position to 1,851,568 shares worth $141M. The position accounts for 0.12% of the portfolio, ranked #176.

ClearBridge Investments first reported a position in XYZ in Q2 2023 and has held it in 13 quarters since. The position peaked at $148M in Q1 2024. 1,072 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • ClearBridge Investments held 1,851,568 shares of Block Inc worth $141M as of Q2 2026.
  • ClearBridge Investments bought 28,809 Block Inc shares in Q2 2026, an estimated $2.03M.
  • Block Inc made up 0.12% of ClearBridge Investments's portfolio in Q2 2026, its #176 holding.
  • ClearBridge Investments first reported a position in Block Inc in Q2 2023 and has held it in 13 quarters since.
  • ClearBridge Investments's Block Inc position peaked at $148M in Q1 2024.
  • 1,072 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.