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 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	+$9.87K	﹤0.01%	1005

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CX Institutional's XYZ Position: Q2 2026 in Review

CX Institutional increased its Block Inc (XYZ) stake by 69% in Q2 2026, buying an estimated $216K and bringing the position to 7,504 shares worth $570K. The position accounts for 0.02% of the portfolio, ranked #441.

CX Institutional first reported a position in XYZ in Q2 2022 and has held it in 8 quarters since. The position peaked at $1.18M in Q3 2022. 185 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

CX Institutional held 7,504 shares of Block Inc worth $570K as of Q2 2026.
CX Institutional bought 3,069 Block Inc shares in Q2 2026, an estimated $216K.
Block Inc made up 0.02% of CX Institutional's portfolio in Q2 2026, its #441 holding.
CX Institutional first reported a position in Block Inc in Q2 2022 and has held it in 8 quarters since.
CX Institutional's Block Inc position peaked at $1.18M in Q3 2022.
185 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.