GSEP
XYZ

Golden State Equity Partners’s Block Inc XYZ Stock Holding History

Golden State Equity Partners’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 		$564K Buy
9,369
+3,205
+52% +$195K 0.04% 420
2025
Q4 		$401K Buy
6,164
+3,278
+114% +$226K 0.06% 332
2025
Q3 		$209K Buy
+2,886
New +$216K 0.04% 423
2025
Q1 		– Sell
-3,864
Closed -$328K – 477
2024
Q4 		$328K Buy
3,864
+3,856
+48,200% +$316K 0.06% 321
2024
Q3 		$537 Sell
8
-4,133
-100% -$267K ﹤0.01% 782
2024
Q2 		$267K Buy
+4,141
New +$290K 0.06% 336
2023
Q4 		$309K Buy
+3,989
New +$226K 0.07% 274
2023
Q3 		– Sell
-3,815
Closed -$254K – 363
2023
Q2 		$254K Buy
+3,815
New +$238K 0.07% 308

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

Golden State Equity Partners's XYZ Position: Q1 2026 in Review

Golden State Equity Partners increased its Block Inc (XYZ) stake by 52% in Q1 2026, buying an estimated $195K and bringing the position to 9,369 shares worth $564K. The position accounts for 0.04% of the portfolio, ranked #420.

Golden State Equity Partners first reported a position in XYZ in Q2 2023 and has held it in 8 quarters since. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Golden State Equity Partners held 9,369 shares of Block Inc worth $564K as of Q1 2026.
  • Golden State Equity Partners bought 3,205 Block Inc shares in Q1 2026, an estimated $195K.
  • Block Inc made up 0.04% of Golden State Equity Partners's portfolio in Q1 2026, its #420 holding.
  • Golden State Equity Partners first reported a position in Block Inc in Q2 2023 and has held it in 8 quarters since.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.