Country Trust Bank’s Block Inc XYZ Stock Holding History

Country Trust Bank’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	$15.2K	Hold	200	–	–	﹤0.01%	308
2026 Q1	$12K	Hold	200	–	–	﹤0.01%	309
2025 Q4	$13K	Hold	200	–	–	﹤0.01%	297
2025 Q3	$14.5K	Hold	200	–	–	﹤0.01%	292
2025 Q2	$13.6K	Hold	200	–	–	﹤0.01%	285
2025 Q1	$10.9K	Hold	200	–	–	﹤0.01%	242
2024 Q4	$17K	Hold	200	–	–	﹤0.01%	234
2024 Q3	$13.4K	Hold	200	–	–	﹤0.01%	243
2024 Q2	$12.9K	Hold	200	–	–	﹤0.01%	238
2024 Q1	$16.9K	Hold	200	–	–	﹤0.01%	212
2023 Q4	$15.5K	Hold	200	–	–	﹤0.01%	212
2023 Q3	$8.85K	Hold	200	–	–	﹤0.01%	242
2023 Q2	$13.3K	Hold	200	–	–	﹤0.01%	231
2023 Q1	$13.7K	Hold	200	–	–	﹤0.01%	223
2022 Q4	$12.6K	Hold	200	–	–	﹤0.01%	243
2022 Q3	$11K	Hold	200	–	–	﹤0.01%	278
2022 Q2	$12K	Hold	200	–	–	﹤0.01%	278
2022 Q1	$27K	Hold	200	–	–	﹤0.01%	247
2021 Q4	$32K	Hold	200	–	–	﹤0.01%	249
2021 Q3	$48K	Hold	200	–	–	﹤0.01%	216
2021 Q2	$49K	Hold	200	–	–	﹤0.01%	203
2021 Q1	$45K	Buy	+200	New	+$46.8K	﹤0.01%	202

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

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

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

Country Trust Bank's XYZ Position: Q2 2026 in Review

Country Trust Bank held its Block Inc (XYZ) position steady in Q2 2026 at 200 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Country Trust Bank first reported a position in XYZ in Q1 2021 and has held it in 22 quarters since. The position peaked at $49K in Q2 2021. 361 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Country Trust Bank held 200 shares of Block Inc worth $15.2K as of Q2 2026.
Country Trust Bank left its Block Inc share count unchanged in Q2 2026.
Block Inc made up ﹤0.01% of Country Trust Bank's portfolio in Q2 2026, its #308 holding.
Country Trust Bank first reported a position in Block Inc in Q1 2021 and has held it in 22 quarters since.
Country Trust Bank's Block Inc position peaked at $49K in Q2 2021.
361 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Country Trust Bank's 13F filing for Q2 2026, filed 15 Jul 2026.