Convergence Investment Partners’s Block Inc XYZ Stock Holding History

Convergence Investment Partners’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	–	Sell	-25,705	Closed	-$1.67M	–	289
2025 Q4	$1.67M	Buy	+25,705	New	+$1.77M	0.33%	96
2024 Q3	–	Sell	-12,463	Closed	-$804K	–	293
2024 Q2	$804K	Buy	+12,463	New	+$872K	0.23%	138
2024 Q1	–	Sell	-4,769	Closed	-$369K	–	269
2023 Q4	$369K	Buy	+4,769	New	+$270K	0.19%	112
2023 Q3	–	Sell	-5,641	Closed	-$376K	–	195
2023 Q2	$376K	Buy	+5,641	New	+$352K	0.22%	103
2021 Q2	–	Sell	-1,910	Closed	-$434K	–	289
2021 Q1	$434K	Buy	1,910 +60	+3%	+$14K	0.2%	110
2020 Q4	$403K	Buy	+1,850	New	+$361K	0.2%	112
2016 Q3	–	Sell	-94,875	Closed	-$859K	–	394
2016 Q2	$859K	Buy	+94,875	New	+$1.07M	0.12%	253

Other funds holding XYZ

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

BlackRock New York $6.73T AUM 46.02% 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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Convergence Investment Partners's XYZ Position: Q1 2026 in Review

Convergence Investment Partners sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 25,705 shares — an estimated $1.67M sold.

Convergence Investment Partners first reported a position in XYZ in Q2 2016 and held it in 7 quarters. The position peaked at $1.67M in Q4 2025. 993 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

Convergence Investment Partners reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
Convergence Investment Partners sold 25,705 Block Inc shares in Q1 2026, an estimated $1.67M.
Convergence Investment Partners first reported a position in Block Inc in Q2 2016 and held it in 7 quarters.
Convergence Investment Partners's Block Inc position peaked at $1.67M in Q4 2025.
993 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Convergence Investment Partners's 13F filing for Q1 2026, filed 7 May 2026.