CCM
XYZ

Coldstream Capital Management’s Block Inc XYZ Stock Holding History

Coldstream Capital 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
Q1 		$423K Buy
7,032
+3,928
+127% +$239K 0.01% 794
2025
Q4 		$202K Sell
3,104
-891
-22% -$61.5K ﹤0.01% 1103
2025
Q3 		$289K Buy
+3,995
New +$299K ﹤0.01% 955
2025
Q2 		– Sell
-1,854
Closed -$101K – 3516
2025
Q1 		$101K Sell
1,854
-506
-21% -$37.8K ﹤0.01% 1346
2024
Q4 		$201K Buy
+2,360
New +$194K ﹤0.01% 1022

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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 $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Coldstream Capital Management's XYZ Position: Q1 2026 in Review

Coldstream Capital Management increased its Block Inc (XYZ) stake by 127% in Q1 2026, buying an estimated $239K and bringing the position to 7,032 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #794.

Coldstream Capital Management first reported a position in XYZ in Q4 2024 and has held it in 5 quarters since. 989 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Coldstream Capital Management held 7,032 shares of Block Inc worth $423K as of Q1 2026.
  • Coldstream Capital Management bought 3,928 Block Inc shares in Q1 2026, an estimated $239K.
  • Block Inc made up 0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #794 holding.
  • Coldstream Capital Management first reported a position in Block Inc in Q4 2024 and has held it in 5 quarters since.
  • 989 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.