CoreCap Advisors’s Block Inc XYZ Stock Holding History

CoreCap Advisors’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	$85.6K	Sell	1,126 -56	-5%	-$3.94K	﹤0.01%	1180
2026 Q1	$71.1K	Sell	1,182 -617	-34%	-$37.5K	﹤0.01%	1160
2025 Q4	$117K	Buy	1,799 +488	+37%	+$33.7K	﹤0.01%	972
2025 Q3	$94.7K	Buy	1,311 +60	+5%	+$4.49K	﹤0.01%	1060
2025 Q2	$85K	Hold	1,251	–	–	﹤0.01%	1045
2025 Q1	$68K	Sell	1,251 -2,590	-67%	-$193K	﹤0.01%	1039
2024 Q4	$326K	Buy	3,841 +3,067	+396%	+$252K	0.01%	571
2024 Q3	$52K	Buy	+774	New	+$50K	﹤0.01%	1165
2024 Q2	–	Sell	-1,032	Closed	-$87.3K	–	2638
2024 Q1	$87.3K	Buy	+1,032	New	+$74.6K	﹤0.01%	892
2022 Q4	$48.5K	Buy	+771	New	+$47.6K	﹤0.01%	997
2022 Q3	–	Sell	-708	Closed	-$44K	–	2183
2022 Q2	$44K	Buy	+708	New	+$64.7K	﹤0.01%	984
2022 Q1	–	Sell	-1,037	Closed	-$167K	–	2181
2021 Q4	$167K	Buy	+1,037	New	+$225K	0.01%	577

Other funds holding XYZ

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BCM

Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CoreCap Advisors's XYZ Position: Q2 2026 in Review

CoreCap Advisors reduced its Block Inc (XYZ) stake by 4.7% in Q2 2026, selling an estimated $3.94K and leaving 1,126 shares worth $85.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

CoreCap Advisors first reported a position in XYZ in Q4 2021 and has held it in 12 quarters since. The position peaked at $326K in Q4 2024. 190 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

CoreCap Advisors held 1,126 shares of Block Inc worth $85.6K as of Q2 2026.
CoreCap Advisors sold 56 Block Inc shares in Q2 2026, an estimated $3.94K.
Block Inc made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1180 holding.
CoreCap Advisors first reported a position in Block Inc in Q4 2021 and has held it in 12 quarters since.
CoreCap Advisors's Block Inc position peaked at $326K in Q4 2024.
190 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.