DWT
XYZ

Dorsey & Whitney Trust’s Block Inc XYZ Stock Holding History

Dorsey & Whitney Trust’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
Q1 		$215K Sell
3,572
-198
-5% -$12K 0.01% 659
2025
Q4 		$245K Sell
3,770
-426
-10% -$29.4K 0.01% 618
2025
Q3 		$303K Buy
4,196
+90
+2% +$6.74K 0.02% 536
2025
Q2 		$279K Buy
4,106
+158
+4% +$9.19K 0.01% 558
2025
Q1 		$214K Sell
3,948
-121
-3% -$9.03K 0.01% 621
2024
Q4 		$346K Sell
4,069
-292
-7% -$24K 0.02% 479
2024
Q3 		$293K Buy
4,361
+378
+9% +$24.4K 0.02% 528
2024
Q2 		$257K Sell
3,983
-124
-3% -$8.68K 0.02% 525
2024
Q1 		$347K Sell
4,107
-1,385
-25% -$100K 0.02% 435
2023
Q4 		$425K Buy
+5,492
New +$311K 0.03% 375
2022
Q2 		– Sell
-1,592
Closed -$215K – 592
2022
Q1 		$215K Buy
1,592
+352
+28% +$42.6K 0.02% 521
2021
Q4 		$199K Buy
+1,240
New +$269K 0.02% 538

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dorsey & Whitney Trust's XYZ Position: Q1 2026 in Review

Dorsey & Whitney Trust reduced its Block Inc (XYZ) stake by 5.3% in Q1 2026, selling an estimated $12K and leaving 3,572 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #659.

Dorsey & Whitney Trust first reported a position in XYZ in Q4 2021 and has held it in 12 quarters since. The position peaked at $425K in Q4 2023. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Dorsey & Whitney Trust held 3,572 shares of Block Inc worth $215K as of Q1 2026.
  • Dorsey & Whitney Trust sold 198 Block Inc shares in Q1 2026, an estimated $12K.
  • Block Inc made up 0.01% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #659 holding.
  • Dorsey & Whitney Trust first reported a position in Block Inc in Q4 2021 and has held it in 12 quarters since.
  • Dorsey & Whitney Trust's Block Inc position peaked at $425K in Q4 2023.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.