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
Q2 		$334K Sell
4,392
-429
-9% -$30.2K 0.12% 195
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Custom Index Systems's XYZ Position: Q2 2026 in Review

Custom Index Systems reduced its Block Inc (XYZ) stake by 8.9% in Q2 2026, selling an estimated $30.2K and leaving 4,392 shares worth $334K. The position accounts for 0.12% of the portfolio, ranked #195.

Custom Index Systems first reported a position in XYZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $480K in Q3 2025. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Custom Index Systems held 4,392 shares of Block Inc worth $334K as of Q2 2026.
  • Custom Index Systems sold 429 Block Inc shares in Q2 2026, an estimated $30.2K.
  • Block Inc made up 0.12% of Custom Index Systems's portfolio in Q2 2026, its #195 holding.
  • Custom Index Systems first reported a position in Block Inc in Q1 2025 and has held it in 6 quarters since.
  • Custom Index Systems's Block Inc position peaked at $480K in Q3 2025.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.