CIS
XYZ

Custom Index Systems’s Block Inc XYZ Stock Holding History

Custom Index Systems’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 		$290K Buy
4,821
+616
+15% +$37.5K 0.13% 207
2025
Q4 		$274K Sell
4,205
-2,443
-37% -$169K 0.12% 207
2025
Q3 		$480K Buy
6,648
+1,685
+34% +$126K 0.14% 166
2025
Q2 		$337K Sell
4,963
-606
-11% -$35.3K 0.16% 176
2025
Q1 		$303K Buy
+5,569
New +$416K 0.15% 203

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

Custom Index Systems's XYZ Position: Q1 2026 in Review

Custom Index Systems increased its Block Inc (XYZ) stake by 15% in Q1 2026, buying an estimated $37.5K and bringing the position to 4,821 shares worth $290K. The position accounts for 0.13% of the portfolio, ranked #207.

Custom Index Systems first reported a position in XYZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $480K in Q3 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Custom Index Systems held 4,821 shares of Block Inc worth $290K as of Q1 2026.
  • Custom Index Systems bought 616 Block Inc shares in Q1 2026, an estimated $37.5K.
  • Block Inc made up 0.13% of Custom Index Systems's portfolio in Q1 2026, its #207 holding.
  • Custom Index Systems first reported a position in Block Inc in Q1 2025 and has held it in 5 quarters since.
  • Custom Index Systems's Block Inc position peaked at $480K in Q3 2025.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.