EF
XYZ

Empowered Funds’s Block Inc XYZ Stock Holding History

Empowered Funds’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 		$7.78M Buy
102,313
+17,838
+21% +$1.25M 0.04% 507
2026
Q1 		$5.08M Buy
+84,475
New +$5.14M 0.03% 628
2025
Q4 		– Sell
-24,843
Closed -$1.8M – 1975
2025
Q3 		$1.8M Buy
24,843
+1,412
+6% +$106K 0.02% 969
2025
Q2 		$1.59M Sell
23,431
-530
-2% -$30.8K 0.02% 918
2025
Q1 		$1.3M Sell
23,961
-2,601
-10% -$194K 0.02% 915
2024
Q4 		$2.26M Buy
26,562
+2,784
+12% +$228K 0.03% 690
2024
Q3 		$1.6M Buy
23,778
+657
+3% +$42.4K 0.03% 747
2024
Q2 		$1.49M Buy
23,121
+2,371
+11% +$166K 0.03% 721
2024
Q1 		$1.76M Buy
20,750
+4,561
+28% +$330K 0.03% 665
2023
Q4 		$1.25M Buy
16,189
+3,863
+31% +$218K 0.03% 678
2023
Q3 		$546K Buy
12,326
+2,121
+21% +$131K 0.02% 895
2023
Q2 		$679K Buy
10,205
+1,940
+23% +$121K 0.02% 728
2023
Q1 		$567K Buy
+8,265
New +$619K 0.03% 381
2022
Q4 		– Sell
-5,825
Closed -$359K – 605
2022
Q3 		$320K Buy
5,825
+1,132
+24% +$80.1K 0.03% 288
2022
Q2 		$289K Buy
+4,693
New +$429K 0.04% 243
2021
Q3 		– Sell
-8,001
Closed -$1.95M – 297
2021
Q2 		$1.95M Sell
8,001
-239
-3% -$55.4K 0.25% 105
2021
Q1 		$1.79M Hold
8,240
– – 0.34% 105
2020
Q4 		$1.79M Buy
+8,240
New +$1.61M 0.34% 105
2019
Q2 		– Sell
-18,671
Closed -$1.4M – 122
2019
Q1 		$1.4M Sell
18,671
-133
-0.7% -$9.64K 0.5% 85
2018
Q4 		$1.05M Sell
18,804
-1,803
-9% -$127K 0.45% 87
2018
Q3 		$2.02M Sell
20,607
-6,803
-25% -$525K 0.6% 45
2018
Q2 		$1.69M Buy
27,410
+118
+0.4% +$6.49K 0.53% 50
2018
Q1 		$1.29M Buy
27,292
+3,046
+13% +$140K 0.47% 48
2017
Q4 		$841K Buy
+24,246
New +$888K 0.42% 91

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

Empowered Funds's XYZ Position: Q2 2026 in Review

Empowered Funds increased its Block Inc (XYZ) stake by 21% in Q2 2026, buying an estimated $1.25M and bringing the position to 102,313 shares worth $7.78M. The position accounts for 0.04% of the portfolio, ranked #507.

Empowered Funds first reported a position in XYZ in Q4 2017 and has held it in 24 quarters since. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Empowered Funds held 102,313 shares of Block Inc worth $7.78M as of Q2 2026.
  • Empowered Funds bought 17,838 Block Inc shares in Q2 2026, an estimated $1.25M.
  • Block Inc made up 0.04% of Empowered Funds's portfolio in Q2 2026, its #507 holding.
  • Empowered Funds first reported a position in Block Inc in Q4 2017 and has held it in 24 quarters since.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.