CAM
XYZ

Cresset Asset Management’s Block Inc XYZ Stock Holding History

Cresset Asset 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
2023
Q4 		– Sell
-4,390
Closed -$194K – 1932
2023
Q3 		$194K Sell
4,390
-355,610
-99% -$22M ﹤0.01% 1636
2023
Q2 		$24M Buy
+360,000
New +$22.5M 0.03% 161

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $1.61T AUM 30.72% 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

Cresset Asset Management's XYZ Position: Q1 2026 in Review

Cresset Asset Management increased its Block Inc (XYZ) stake by 9.4% in Q1 2026, buying an estimated $990K and bringing the position to 189,332 shares worth $11.4M. The position accounts for 0.05% of the portfolio, ranked #229.

Cresset Asset Management first reported a position in XYZ in Q4 2018 and has held it in 27 quarters since. The position peaked at $71.3M in Q4 2021. 988 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Cresset Asset Management held 189,332 shares of Block Inc worth $11.4M as of Q1 2026.
  • Cresset Asset Management bought 16,285 Block Inc shares in Q1 2026, an estimated $990K.
  • Block Inc made up 0.05% of Cresset Asset Management's portfolio in Q1 2026, its #229 holding.
  • Cresset Asset Management first reported a position in Block Inc in Q4 2018 and has held it in 27 quarters since.
  • Cresset Asset Management's Block Inc position peaked at $71.3M in Q4 2021.
  • 988 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.