DCM
XYZ

Davis Capital Management’s Block Inc XYZ Stock Holding History

Davis Capital 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
2026
Q2 		$1.44K Buy
19
+12
+171% +$844 ﹤0.01% 431
2026
Q1 		$421 Buy
7
+2
+40% +$122 ﹤0.01% 447
2025
Q4 		$325 Hold
5
– – ﹤0.01% 483
2025
Q3 		$361 Buy
+5
New +$374 ﹤0.01% 446

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

Davis Capital Management's XYZ Position: Q2 2026 in Review

Davis Capital Management increased its Block Inc (XYZ) stake by 171% in Q2 2026, buying an estimated $844 and bringing the position to 19 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Davis Capital Management first reported a position in XYZ in Q3 2025 and has held it in 4 quarters since. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Davis Capital Management held 19 shares of Block Inc worth $1.44K as of Q2 2026.
  • Davis Capital Management bought 12 Block Inc shares in Q2 2026, an estimated $844.
  • Block Inc made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #431 holding.
  • Davis Capital Management first reported a position in Block Inc in Q3 2025 and has held it in 4 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.