Commonwealth Equity Services
XYZ

Commonwealth Equity Services’s Block Inc XYZ Stock Holding History

Commonwealth Equity Services’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 		$3.9M Sell
51,294
-11,984
-19% -$842K ﹤0.01% 1602
2026
Q1 		$3.81M Sell
63,278
-358
-0.6% -$21.8K 0.01% 1534
2025
Q4 		$4.14M Sell
63,636
-141,585
-69% -$9.77M 0.01% 1458
2025
Q3 		$14.8M Sell
205,221
-26,621
-11% -$1.99M 0.02% 706
2025
Q2 		$15.7M Sell
231,842
-127,766
-36% -$7.43M 0.02% 679
2025
Q1 		$19.5M Buy
359,608
+116,257
+48% +$8.68M 0.03% 569
2024
Q4 		$20.7M Sell
243,351
-11,170
-4% -$916K 0.03% 518
2024
Q3 		$17.1M Sell
254,521
-12,487
-5% -$807K 0.03% 584
2024
Q2 		$17.2M Sell
267,008
-31,614
-11% -$2.21M 0.03% 567
2024
Q1 		$25.3M Buy
298,622
+19,127
+7% +$1.38M 0.04% 418
2023
Q4 		$21.6M Buy
279,495
+2,520
+0.9% +$142K 0.04% 432
2023
Q3 		$12.3M Buy
276,975
+748
+0.3% +$46.3K 0.03% 591
2023
Q2 		$18.4M Buy
276,227
+2,694
+1% +$168K 0.04% 447
2023
Q1 		$18.8K Buy
273,533
+7,849
+3% +$588K 0.04% 413
2022
Q4 		$16.7M Sell
265,684
-32,686
-11% -$2.02M 0.04% 424
2022
Q3 		$16.4M Sell
298,370
-2,862
-1% -$203K 0.04% 396
2022
Q2 		$18.5M Sell
301,232
-2,436
-0.8% -$223K 0.05% 365
2022
Q1 		$41.2M Buy
303,668
+9,823
+3% +$1.19M 0.09% 199
2021
Q4 		$47.5M Buy
293,845
+7,068
+2% +$1.53M 0.11% 181
2021
Q3 		$68.8M Buy
286,777
+8,803
+3% +$2.26M 0.17% 124
2021
Q2 		$67.8M Buy
277,974
+2,086
+0.8% +$484K 0.17% 124
2021
Q1 		$62.6M Buy
275,888
+27,367
+11% +$6.4M 0.18% 124
2020
Q4 		$54.1M Buy
248,521
+23,016
+10% +$4.49M 0.16% 130
2020
Q3 		$36.7M Sell
225,505
-22,412
-9% -$3.16M 0.13% 172
2020
Q2 		$26M Sell
247,917
-20,272
-8% -$1.55M 0.1% 211
2020
Q1 		$14M Sell
268,189
-21,606
-7% -$1.48M 0.07% 278
2019
Q4 		$18.1M Buy
289,795
+51,074
+21% +$3.26M 0.07% 265
2019
Q3 		$14.8M Sell
238,721
-41,245
-15% -$2.8M 0.06% 294
2019
Q2 		$20.3M Sell
279,966
-25,498
-8% -$1.78M 0.09% 220
2019
Q1 		$22.9M Buy
305,464
+2,310
+0.8% +$167K 0.11% 198
2018
Q4 		$17M Buy
303,154
+8,751
+3% +$618K 0.09% 216
2018
Q3 		$29.1M Buy
294,403
+2,152
+0.7% +$166K 0.14% 147
2018
Q2 		$18M Buy
292,251
+18,556
+7% +$1.02M 0.09% 202
2018
Q1 		$13.5M Buy
273,695
+18,133
+7% +$832K 0.07% 241
2017
Q4 		$8.86M Buy
255,562
+205,363
+409% +$7.52M 0.05% 322
2017
Q3 		$1.45M Buy
50,199
+14,168
+39% +$371K 0.01% 985
2017
Q2 		$845K Buy
36,031
+19,428
+117% +$402K 0.01% 1239
2017
Q1 		$287K Sell
16,603
-1,080
-6% -$16.9K ﹤0.01% 1888
2016
Q4 		$241K Sell
17,683
-967
-5% -$12K ﹤0.01% 1929
2016
Q3 		$217K Buy
18,650
+2,861
+18% +$31.3K ﹤0.01% 1936
2016
Q2 		$143K Buy
15,789
+3,725
+31% +$42.1K ﹤0.01% 2041
2016
Q1 		$184K Buy
12,064
+200
+2% +$2.17K ﹤0.01% 1938
2015
Q4 		$155K Buy
+11,864
New +$146K ﹤0.01% 1945

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Commonwealth Equity Services's XYZ Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Block Inc (XYZ) stake by 19% in Q2 2026, selling an estimated $842K and leaving 51,294 shares worth $3.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1602.

Commonwealth Equity Services first reported a position in XYZ in Q4 2015 and has held it in 43 quarters since. The position peaked at $68.8M in Q3 2021. 359 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Commonwealth Equity Services held 51,294 shares of Block Inc worth $3.9M as of Q2 2026.
  • Commonwealth Equity Services sold 11,984 Block Inc shares in Q2 2026, an estimated $842K.
  • Block Inc made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1602 holding.
  • Commonwealth Equity Services first reported a position in Block Inc in Q4 2015 and has held it in 43 quarters since.
  • Commonwealth Equity Services's Block Inc position peaked at $68.8M in Q3 2021.
  • 359 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.