Gillson Capital’s Block Inc XYZ Stock Holding History

Gillson Capital’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	–	Sell	-33,200	Closed	-$2.16M	–	103
2025 Q4	$2.16M	Sell	33,200 -212,800	-87%	-$14.7M	0.14%	74
2025 Q3	$17.8M	Sell	246,000 -34,399	-12%	-$2.57M	1.54%	25
2025 Q2	$19M	Buy	+280,399	New	+$16.3M	1.45%	30
2025 Q1	–	Sell	-157,082	Closed	-$13.3M	–	90
2024 Q4	$13.3M	Buy	+157,082	New	+$12.9M	1.2%	35
2023 Q1	–	Sell	-252,407	Closed	-$15.9M	–	116
2022 Q4	$15.9M	Buy	+252,407	New	+$15.6M	1.2%	33

Other funds holding XYZ

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gillson Capital's XYZ Position: Q1 2026 in Review

Gillson Capital sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 33,200 shares — an estimated $2.16M sold.

Gillson Capital first reported a position in XYZ in Q4 2022 and held it in 5 quarters. The position peaked at $19M in Q2 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

Gillson Capital reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
Gillson Capital sold 33,200 Block Inc shares in Q1 2026, an estimated $2.16M.
Gillson Capital first reported a position in Block Inc in Q4 2022 and held it in 5 quarters.
Gillson Capital's Block Inc position peaked at $19M in Q2 2025.
986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Gillson Capital's 13F filing for Q1 2026, filed 15 May 2026.