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
Q2 		– Sell
-9,369
Closed -$564K – 1867
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
+255
+7% +$20.9K 0.06% 321
2024
Q3 		$242K Sell
3,609
-532
-13% -$34.4K 0.04% 375
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Golden State Equity Partners's XYZ Position: Q2 2026 in Review

Golden State Equity Partners sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 9,369 shares — an estimated $564K sold.

Golden State Equity Partners first reported a position in XYZ in Q2 2023 and held it in 8 quarters. The position peaked at $564K in Q1 2026. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Golden State Equity Partners reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 9,369 Block Inc shares in Q2 2026, an estimated $564K.
  • Golden State Equity Partners first reported a position in Block Inc in Q2 2023 and held it in 8 quarters.
  • Golden State Equity Partners's Block Inc position peaked at $564K in Q1 2026.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.