FCH
XYZ

Freestone Capital Holdings’s Block Inc XYZ Stock Holding History

Freestone Capital Holdings’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 		$285K Sell
4,742
-3,215
-40% -$195K 0.01% 454
2025
Q4 		$518K Buy
7,957
+3,717
+88% +$256K 0.02% 332
2025
Q3 		$306K Sell
4,240
-75
-2% -$5.61K 0.01% 426
2025
Q2 		$293K Sell
4,315
-289
-6% -$16.8K 0.01% 366
2025
Q1 		$250K Sell
4,604
-567
-11% -$42.3K 0.01% 388
2024
Q4 		$439K Sell
5,171
-124
-2% -$10.2K 0.02% 302
2024
Q3 		$355K Buy
5,295
+245
+5% +$15.8K 0.01% 337
2024
Q2 		$326K Sell
5,050
-149
-3% -$10.4K 0.01% 372
2024
Q1 		$440K Buy
5,199
+65
+1% +$4.7K 0.02% 318
2023
Q4 		$397K Buy
5,134
+90
+2% +$5.09K 0.02% 294
2023
Q3 		$223K Sell
5,044
-133
-3% -$8.24K 0.01% 328
2023
Q2 		$345K Sell
5,177
-46
-0.9% -$2.87K 0.01% 294
2023
Q1 		$359K Buy
5,223
+301
+6% +$22.5K 0.02% 281
2022
Q4 		$309K Sell
4,922
-875
-15% -$54K 0.01% 289
2022
Q3 		$319K Sell
5,797
-1,179
-17% -$83.5K 0.01% 294
2022
Q2 		$429K Sell
6,976
-205
-3% -$18.7K 0.02% 281
2022
Q1 		$974K Buy
7,181
+1,235
+21% +$150K 0.04% 252
2021
Q4 		$960K Buy
5,946
+1,505
+34% +$326K 0.04% 239
2021
Q3 		$1.06M Buy
4,441
+1,691
+61% +$434K 0.05% 213
2021
Q2 		$670K Buy
2,750
+1,801
+190% +$418K 0.03% 248
2021
Q1 		$215K Sell
949
-41
-4% -$9.59K 0.01% 371
2020
Q4 		$215K Buy
990
+259
+35% +$50.5K 0.01% 338
2020
Q3 		$119K Buy
+731
New +$103K 0.01% 380

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

Freestone Capital Holdings's XYZ Position: Q1 2026 in Review

Freestone Capital Holdings reduced its Block Inc (XYZ) stake by 40% in Q1 2026, selling an estimated $195K and leaving 4,742 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #454.

Freestone Capital Holdings first reported a position in XYZ in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.06M in Q3 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Freestone Capital Holdings held 4,742 shares of Block Inc worth $285K as of Q1 2026.
  • Freestone Capital Holdings sold 3,215 Block Inc shares in Q1 2026, an estimated $195K.
  • Block Inc made up 0.01% of Freestone Capital Holdings's portfolio in Q1 2026, its #454 holding.
  • Freestone Capital Holdings first reported a position in Block Inc in Q3 2020 and has held it in 23 quarters since.
  • Freestone Capital Holdings's Block Inc position peaked at $1.06M in Q3 2021.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.