EWM
XYZ

Empirical Wealth Management’s Block Inc XYZ Stock Holding History

Empirical Wealth 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 		$952K Buy
12,523
+1,525
+14% +$107K 0.01% 426
2026
Q1 		$662K Buy
10,998
+3,684
+50% +$224K 0.01% 472
2025
Q4 		$476K Buy
7,314
+131
+2% +$9.04K 0.01% 533
2025
Q3 		$519K Sell
7,183
-2,942
-29% -$220K 0.01% 466
2025
Q2 		$688K Buy
10,125
+1,170
+13% +$68.1K 0.02% 369
2025
Q1 		$487K Sell
8,955
-199
-2% -$14.9K 0.01% 409
2024
Q4 		$778K Buy
9,154
+5,929
+184% +$486K 0.02% 308
2024
Q3 		$216K Sell
3,225
-204
-6% -$13.2K 0.01% 531
2024
Q2 		$221K Sell
3,429
-405
-11% -$28.3K 0.01% 517
2024
Q1 		$324K Buy
3,834
+439
+13% +$31.8K 0.01% 425
2023
Q4 		$263K Buy
+3,395
New +$192K 0.01% 423
2023
Q3 		– Sell
-3,759
Closed -$250K – 500
2023
Q2 		$250K Sell
3,759
-266
-7% -$16.6K 0.01% 400
2023
Q1 		$276K Buy
4,025
+490
+14% +$36.7K 0.01% 402
2022
Q4 		$222K Sell
3,535
-331
-9% -$20.4K 0.01% 417
2022
Q3 		$213K Buy
3,866
+154
+4% +$10.9K 0.01% 433
2022
Q2 		$228K Sell
3,712
-1,225
-25% -$112K 0.01% 423
2022
Q1 		$670K Sell
4,937
-247
-5% -$29.9K 0.03% 275
2021
Q4 		$837K Sell
5,184
-1,057
-17% -$229K 0.04% 248
2021
Q3 		$1.5M Buy
6,241
+497
+9% +$128K 0.09% 142
2021
Q2 		$1.4M Buy
5,744
+1,532
+36% +$355K 0.08% 144
2021
Q1 		$956K Buy
4,212
+83
+2% +$19.4K 0.08% 160
2020
Q4 		$899K Sell
4,129
-894
-18% -$174K 0.07% 163
2020
Q3 		$816K Sell
5,023
-162
-3% -$22.9K 0.07% 157
2020
Q2 		$544K Buy
+5,185
New +$397K 0.05% 199

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
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
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Empirical Wealth Management's XYZ Position: Q2 2026 in Review

Empirical Wealth Management increased its Block Inc (XYZ) stake by 14% in Q2 2026, buying an estimated $107K and bringing the position to 12,523 shares worth $952K. The position accounts for 0.01% of the portfolio, ranked #426.

Empirical Wealth Management first reported a position in XYZ in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.5M in Q3 2021. 366 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Empirical Wealth Management held 12,523 shares of Block Inc worth $952K as of Q2 2026.
  • Empirical Wealth Management bought 1,525 Block Inc shares in Q2 2026, an estimated $107K.
  • Block Inc made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #426 holding.
  • Empirical Wealth Management first reported a position in Block Inc in Q2 2020 and has held it in 24 quarters since.
  • Empirical Wealth Management's Block Inc position peaked at $1.5M in Q3 2021.
  • 366 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.