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
2023 Q1	–	Sell	-7,452	Closed	-$468K	–	744
2022 Q4	$468K	Buy	+7,452	New	+$460K	0.03%	363

Other funds holding XYZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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. 1,085 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.
1,085 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.