DFC
XYZ

DB Fitzpatrick & Co’s Block Inc XYZ Stock Holding History

DB Fitzpatrick & Co’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 		$1.94M Sell
25,475
-350
-1% -$24.6K 1.56% 12
2026
Q1 		$1.55M Buy
25,825
+7,274
+39% +$442K 1.33% 19
2025
Q4 		$1.21M Sell
18,551
-1,962
-10% -$135K 1.07% 32
2025
Q3 		$1.48M Sell
20,513
-691
-3% -$51.7K 1.34% 20
2025
Q2 		$1.44M Buy
21,204
+3,995
+23% +$232K 1.28% 21
2025
Q1 		$935K Sell
17,209
-1,958
-10% -$146K 0.89% 37
2024
Q4 		$1.63M Buy
19,167
+1,901
+11% +$156K 1.5% 15
2024
Q3 		$1.16M Sell
17,266
-82
-0.5% -$5.3K 1.02% 41
2024
Q2 		$1.12M Sell
17,348
-95
-0.5% -$6.65K 1.04% 36
2024
Q1 		$1.48M Sell
17,443
-36
-0.2% -$2.6K 1.35% 22
2023
Q4 		$1.35M Buy
17,479
+23
+0.1% +$1.3K 1.3% 26
2023
Q3 		$773K Buy
17,456
+4,728
+37% +$293K 0.83% 45
2023
Q2 		$847K Buy
12,728
+1,583
+14% +$98.9K 0.89% 44
2023
Q1 		$765K Buy
11,145
+4,921
+79% +$368K 0.83% 42
2022
Q4 		$391K Buy
6,224
+2,446
+65% +$151K 0.45% 50
2022
Q3 		$208K Sell
3,778
-333
-8% -$23.6K 0.25% 51
2022
Q2 		$253K Buy
4,111
+1,795
+78% +$164K 0.28% 54
2022
Q1 		$314K Buy
2,316
+571
+33% +$69.1K 0.31% 52
2021
Q4 		$282K Buy
+1,745
New +$378K 0.26% 56

Other funds holding XYZ

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

DB Fitzpatrick & Co's XYZ Position: Q2 2026 in Review

DB Fitzpatrick & Co reduced its Block Inc (XYZ) stake by 1.4% in Q2 2026, selling an estimated $24.6K and leaving 25,475 shares worth $1.94M. The position accounts for 1.56% of the portfolio, ranked #12.

DB Fitzpatrick & Co first reported a position in XYZ in Q4 2021 and has held it in 19 quarters since. 482 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • DB Fitzpatrick & Co held 25,475 shares of Block Inc worth $1.94M as of Q2 2026.
  • DB Fitzpatrick & Co sold 350 Block Inc shares in Q2 2026, an estimated $24.6K.
  • Block Inc made up 1.56% of DB Fitzpatrick & Co's portfolio in Q2 2026, its #12 holding.
  • DB Fitzpatrick & Co first reported a position in Block Inc in Q4 2021 and has held it in 19 quarters since.
  • 482 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on DB Fitzpatrick & Co's 13F filing for Q2 2026, filed 15 Jul 2026.