GPA
XYZ

Garrison Point Advisors’s Block Inc XYZ Stock Holding History

Garrison Point Advisors’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 		$851K Sell
14,148
-490
-3% -$29.8K 0.39% 73
2025
Q4 		$953K Sell
14,638
-510
-3% -$35.2K 0.42% 64
2025
Q3 		$1.09M Sell
15,148
-230
-1% -$17.2K 0.46% 58
2025
Q2 		$1.04M Sell
15,378
-225
-1% -$13.1K 0.48% 57
2025
Q1 		$848K Sell
15,603
-635
-4% -$47.4K 0.41% 67
2024
Q4 		$1.38M Buy
16,238
+30
+0.2% +$2.46K 0.65% 41
2024
Q3 		$1.09M Sell
16,208
-110
-0.7% -$7.11K 0.67% 45
2024
Q2 		$1.05M Buy
16,318
+40
+0.2% +$2.8K 0.69% 42
2024
Q1 		$1.38M Buy
16,278
+340
+2% +$24.6K 0.89% 31
2023
Q4 		$1.23M Sell
15,938
-900
-5% -$50.9K 0.87% 37
2023
Q3 		$745K Sell
16,838
-555
-3% -$34.4K 0.58% 56
2023
Q2 		$1.16M Sell
17,393
-200
-1% -$12.5K 0.83% 35
2023
Q1 		$1.21M Sell
17,593
-50
-0.3% -$3.74K 0.91% 34
2022
Q4 		$1.11M Buy
17,643
+375
+2% +$23.1K 0.91% 35
2022
Q3 		$950K Buy
17,268
+95
+0.6% +$6.73K 0.85% 37
2022
Q2 		$1.05M Buy
17,173
+40
+0.2% +$3.65K 0.88% 35
2022
Q1 		$2.32M Buy
17,133
+780
+5% +$94.4K 1.63% 14
2021
Q4 		$2.64M Buy
16,353
+180
+1% +$39K 1.75% 12
2021
Q3 		$3.88M Sell
16,173
-610
-4% -$157K 2.82% 3
2021
Q2 		$4.09M Sell
16,783
-545
-3% -$126K 2.95% 3
2021
Q1 		$3.93M Sell
17,328
-1,705
-9% -$399K 3.06% 3
2020
Q4 		$4.14M Sell
19,033
-1,886
-9% -$368K 3.33% 2
2020
Q3 		$3.4M Sell
20,919
-1,656
-7% -$234K 3.08% 3
2020
Q2 		$2.37M Sell
22,575
-1,750
-7% -$134K 2.35% 4
2020
Q1 		$1.27M Sell
24,325
-440
-2% -$30.1K 1.56% 20
2019
Q4 		$1.55M Sell
24,765
-645
-3% -$41.2K 1.42% 25
2019
Q3 		$1.57M Sell
25,410
-25
-0.1% -$1.7K 1.56% 14
2019
Q2 		$1.84M Sell
25,435
-305
-1% -$21.3K 1.85% 9
2019
Q1 		$1.93M Sell
25,740
-1,800
-7% -$130K 2.01% 6
2018
Q4 		$1.54M Buy
+27,540
New +$1.94M 1.91% 10

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

Garrison Point Advisors's XYZ Position: Q1 2026 in Review

Garrison Point Advisors reduced its Block Inc (XYZ) stake by 3.3% in Q1 2026, selling an estimated $29.8K and leaving 14,148 shares worth $851K. The position accounts for 0.39% of the portfolio, ranked #73.

Garrison Point Advisors first reported a position in XYZ in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.14M in Q4 2020. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Garrison Point Advisors held 14,148 shares of Block Inc worth $851K as of Q1 2026.
  • Garrison Point Advisors sold 490 Block Inc shares in Q1 2026, an estimated $29.8K.
  • Block Inc made up 0.39% of Garrison Point Advisors's portfolio in Q1 2026, its #73 holding.
  • Garrison Point Advisors first reported a position in Block Inc in Q4 2018 and has held it in 30 quarters since.
  • Garrison Point Advisors's Block Inc position peaked at $4.14M in Q4 2020.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Garrison Point Advisors's 13F filing for Q1 2026, filed 13 May 2026.