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

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

Empowered Funds's XYZ Position: Q1 2026 in Review

Empowered Funds opened a new position in Block Inc (XYZ) in Q1 2026: 84,475 shares worth $5.08M. The stake represents 0.03% of the portfolio and ranks #628 among its holdings. This is a return to the name: Empowered Funds previously reported a position in XYZ as recently as Q3 2025.

Empowered Funds first reported a position in XYZ in Q4 2017 and has held it in 23 quarters since. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Empowered Funds held 84,475 shares of Block Inc worth $5.08M as of Q1 2026.
  • Block Inc was a new Empowered Funds position in Q1 2026.
  • Block Inc made up 0.03% of Empowered Funds's portfolio in Q1 2026, its #628 holding.
  • Empowered Funds first reported a position in Block Inc in Q4 2017 and has held it in 23 quarters since.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.