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
Q2 		$288K Buy
3,786
+214
+6% +$15K 0.01% 608
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

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

Dorsey & Whitney Trust's XYZ Position: Q2 2026 in Review

Dorsey & Whitney Trust increased its Block Inc (XYZ) stake by 6% in Q2 2026, buying an estimated $15K and bringing the position to 3,786 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #608.

Dorsey & Whitney Trust first reported a position in XYZ in Q4 2021 and has held it in 13 quarters since. The position peaked at $425K in Q4 2023. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Dorsey & Whitney Trust held 3,786 shares of Block Inc worth $288K as of Q2 2026.
  • Dorsey & Whitney Trust bought 214 Block Inc shares in Q2 2026, an estimated $15K.
  • Block Inc made up 0.01% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #608 holding.
  • Dorsey & Whitney Trust first reported a position in Block Inc in Q4 2021 and has held it in 13 quarters since.
  • Dorsey & Whitney Trust's Block Inc position peaked at $425K in Q4 2023.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.