ECM
XYZ

Evergreen Capital Management’s Block Inc XYZ Stock Holding History

Evergreen Capital 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
Q1 		$530K Buy
8,808
+2,672
+44% +$162K 0.01% 755
2025
Q4 		$399K Buy
6,136
+2,054
+50% +$142K 0.01% 875
2025
Q3 		$295K Buy
4,082
+1,026
+34% +$76.8K 0.01% 986
2025
Q2 		$208K Buy
+3,056
New +$178K 0.01% 1016
2024
Q1 		– Sell
-4,305
Closed -$333K – 932
2023
Q4 		$333K Buy
+4,305
New +$243K 0.01% 546
2023
Q2 		– Sell
-2,991
Closed -$205K – 842
2023
Q1 		$205K Buy
+2,991
New +$224K 0.01% 650
2022
Q4 		– Sell
-8,249
Closed -$454K – 718
2022
Q3 		$454K Buy
8,249
+1,591
+24% +$113K 0.02% 354
2022
Q2 		$409K Sell
6,658
-28,249
-81% -$2.58M 0.02% 369
2022
Q1 		$4.73M Buy
34,907
+440
+1% +$53.3K 0.19% 140
2021
Q4 		$5.57M Sell
34,467
-755
-2% -$164K 0.22% 127
2021
Q3 		$8.45M Sell
35,222
-31
-0.1% -$7.96K 0.38% 72
2021
Q2 		$8.6M Sell
35,253
-265
-0.7% -$61.5K 0.41% 65
2021
Q1 		$8.06M Buy
35,518
+509
+1% +$119K 0.41% 64
2020
Q4 		$7.62M Sell
35,009
-335
-0.9% -$65.3K 0.45% 61
2020
Q3 		$5.75M Sell
35,344
-10,311
-23% -$1.46M 0.4% 70
2020
Q2 		$4.79M Buy
45,655
+4,932
+12% +$378K 0.36% 72
2020
Q1 		$2.13M Sell
40,723
-13
-0% -$889 0.2% 104
2019
Q4 		$2.55M Buy
40,736
+657
+2% +$42K 0.21% 102
2019
Q3 		$2.48M Sell
40,079
-12,623
-24% -$857K 0.23% 97
2019
Q2 		$3.82M Hold
52,702
– – 0.36% 69
2019
Q1 		$3.95M Buy
52,702
+85
+0.2% +$6.16K 0.4% 66
2018
Q4 		$2.95M Buy
52,617
+628
+1% +$44.3K 0.31% 83
2018
Q3 		$5.15M Buy
51,989
+492
+1% +$37.9K 0.46% 55
2018
Q2 		$3.17M Sell
51,497
-13,807
-21% -$759K 0.3% 79
2018
Q1 		$3.21M Sell
65,304
-2,000
-3% -$91.8K 0.31% 79
2017
Q4 		$2.33M Buy
67,304
+750
+1% +$27.5K 0.24% 98
2017
Q3 		$1.92M Buy
+66,554
New +$1.74M 0.22% 93

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

Evergreen Capital Management's XYZ Position: Q1 2026 in Review

Evergreen Capital Management increased its Block Inc (XYZ) stake by 44% in Q1 2026, buying an estimated $162K and bringing the position to 8,808 shares worth $530K. The position accounts for 0.01% of the portfolio, ranked #755.

Evergreen Capital Management first reported a position in XYZ in Q3 2017 and has held it in 27 quarters since. The position peaked at $8.6M in Q2 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Evergreen Capital Management held 8,808 shares of Block Inc worth $530K as of Q1 2026.
  • Evergreen Capital Management bought 2,672 Block Inc shares in Q1 2026, an estimated $162K.
  • Block Inc made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #755 holding.
  • Evergreen Capital Management first reported a position in Block Inc in Q3 2017 and has held it in 27 quarters since.
  • Evergreen Capital Management's Block Inc position peaked at $8.6M in Q2 2021.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.