CX Institutional’s Block Inc XYZ Stock Holding History

CX Institutional’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 Q3	$586K	Buy	7,972 +468	+6%	+$37.3K	0.02%	437
2026 Q2	$570K	Buy	7,504 +3,069	+69%	+$216K	0.02%	441
2026 Q1	$267K	Buy	4,435 +1,594	+56%	+$96.9K	0.01%	645
2025 Q4	$185K	Buy	2,841 +679	+31%	+$46.8K	0.01%	736
2025 Q3	$156K	Buy	2,162 +451	+26%	+$33.8K	﹤0.01%	755
2025 Q2	$116K	Buy	1,711 +562	+49%	+$32.7K	﹤0.01%	744
2025 Q1	$62K	Buy	+1,149	New	+$85.8K	﹤0.01%	811
2022 Q4	–	Sell	-21,500	Closed	-$1.18M	–	587
2022 Q3	$1.18M	Buy	21,500 +21,392	+19,807%	+$1.51M	0.08%	239
2022 Q2	$7K	Buy	+108	New	+$9.9K	﹤0.01%	1005

Other funds holding XYZ

Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

CX Institutional's XYZ Position: Q3 2026 in Review

CX Institutional increased its Block Inc (XYZ) stake by 6.2% in Q3 2026, buying an estimated $37.3K and bringing the position to 7,972 shares worth $586K. The position accounts for 0.02% of the portfolio, ranked #437.

CX Institutional first reported a position in XYZ in Q2 2022 and has held it in 9 quarters since. The position peaked at $1.18M in Q3 2022. 231 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

CX Institutional held 7,972 shares of Block Inc worth $586K as of Q3 2026.
CX Institutional bought 468 Block Inc shares in Q3 2026, an estimated $37.3K.
Block Inc made up 0.02% of CX Institutional's portfolio in Q3 2026, its #437 holding.
CX Institutional first reported a position in Block Inc in Q2 2022 and has held it in 9 quarters since.
CX Institutional's Block Inc position peaked at $1.18M in Q3 2022.
231 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.