EI
XYZ

Ethic Inc’s Block Inc XYZ Stock Holding History

Ethic Inc’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 		$1.71M Sell
22,482
-8,346
-27% -$587K 0.02% 550
2026
Q1 		$1.39M Sell
30,828
-4,986
-14% -$303K 0.02% 560
2025
Q4 		$2.33M Sell
35,814
-1,473
-4% -$102K 0.04% 434
2025
Q3 		$2.69M Buy
37,287
+4,573
+14% +$342K 0.04% 389
2025
Q2 		$2.18M Buy
32,714
+4,288
+15% +$249K 0.04% 411
2025
Q1 		$1.58M Buy
28,426
+2,146
+8% +$160K 0.03% 472
2024
Q4 		$2.23M Sell
26,280
-9,098
-26% -$746K 0.05% 392
2024
Q3 		$2.99M Buy
35,378
+3,676
+12% +$237K 0.08% 296
2024
Q2 		$2.04M Sell
31,702
-3,676
-10% -$257K 0.05% 383
2024
Q1 		$2.99M Buy
35,378
+9,185
+35% +$664K 0.08% 296
2023
Q4 		$2.03M Buy
26,193
+3,832
+17% +$217K 0.06% 348
2023
Q3 		$990K Sell
22,361
-824
-4% -$51K 0.03% 486
2023
Q2 		$1.54M Sell
23,185
-14,224
-38% -$889K 0.06% 356
2023
Q1 		$2.57M Buy
37,409
+13,850
+59% +$1.04M 0.1% 237
2022
Q4 		$1.48M Buy
23,559
+965
+4% +$59.5K 0.08% 297
2022
Q3 		$1.24M Buy
22,594
+4,930
+28% +$349K 0.08% 290
2022
Q2 		$1.09M Buy
17,664
+885
+5% +$80.9K 0.08% 303
2022
Q1 		$2.27M Buy
16,779
+4,637
+38% +$561K 0.16% 166
2021
Q4 		$1.96M Buy
12,142
+2,545
+27% +$551K 0.15% 168
2021
Q3 		$2.3M Buy
9,597
+1,235
+15% +$317K 0.24% 111
2021
Q2 		$2.04M Buy
8,362
+2,974
+55% +$690K 0.25% 96
2021
Q1 		$1.22M Buy
5,388
+2,110
+64% +$494K 0.22% 117
2020
Q4 		$713K Buy
3,278
+1,210
+59% +$236K 0.19% 137
2020
Q3 		$336K Buy
+2,068
New +$292K 0.13% 201

Other funds holding XYZ

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ethic Inc's XYZ Position: Q2 2026 in Review

Ethic Inc reduced its Block Inc (XYZ) stake by 27% in Q2 2026, selling an estimated $587K and leaving 22,482 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #550.

Ethic Inc first reported a position in XYZ in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.99M in Q3 2024. 361 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Ethic Inc held 22,482 shares of Block Inc worth $1.71M as of Q2 2026.
  • Ethic Inc sold 8,346 Block Inc shares in Q2 2026, an estimated $587K.
  • Block Inc made up 0.02% of Ethic Inc's portfolio in Q2 2026, its #550 holding.
  • Ethic Inc first reported a position in Block Inc in Q3 2020 and has held it in 24 quarters since.
  • Ethic Inc's Block Inc position peaked at $2.99M in Q3 2024.
  • 361 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.