GLA
XYZ

Great Lakes Advisors’s Block Inc XYZ Stock Holding History

Great Lakes 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 		– Sell
-26,433
Closed -$1.72M – 873
2025
Q4 		$1.72M Sell
26,433
-62,934
-70% -$4.34M 0.01% 447
2025
Q3 		$6.46M Buy
89,367
+7,321
+9% +$548K 0.05% 213
2025
Q2 		$5.57M Buy
+82,046
New +$4.77M 0.05% 266
2025
Q1 		– Sell
-2,385
Closed -$203K – 880
2024
Q4 		$203K Buy
+2,385
New +$196K ﹤0.01% 793
2021
Q4 		– Sell
-1,061
Closed -$254K – 737
2021
Q3 		$254K Sell
1,061
-105
-9% -$27K ﹤0.01% 615
2021
Q2 		$284K Sell
1,166
-64
-5% -$14.8K ﹤0.01% 593
2021
Q1 		$279K Sell
1,230
-82
-6% -$19.2K ﹤0.01% 595
2020
Q4 		$286K Buy
+1,312
New +$256K 0.01% 554
2020
Q1 		– Sell
-3,446
Closed -$216K – 595
2019
Q4 		$216K Sell
3,446
-2,333
-40% -$149K ﹤0.01% 537
2019
Q3 		$358K Sell
5,779
-41,314
-88% -$2.81M 0.01% 470
2019
Q2 		$3.42M Buy
47,093
+15,449
+49% +$1.08M 0.07% 266
2019
Q1 		$2.37M Buy
31,644
+4,783
+18% +$347K 0.05% 315
2018
Q4 		$1.51M Buy
26,861
+4,133
+18% +$292K 0.04% 353
2018
Q3 		$2.25M Sell
22,728
-380,746
-94% -$29.4M 0.05% 306
2018
Q2 		$24.9M Buy
403,474
+7,327
+2% +$403K 0.58% 42
2018
Q1 		$19.5M Buy
396,147
+121,317
+44% +$5.57M 0.46% 48
2017
Q4 		$9.53M Sell
274,830
-64,289
-19% -$2.35M 0.21% 90
2017
Q3 		$9.77M Buy
339,119
+183,391
+118% +$4.8M 0.23% 73
2017
Q2 		$3.65M Buy
+155,728
New +$3.22M 0.09% 197

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Great Lakes Advisors's XYZ Position: Q1 2026 in Review

Great Lakes Advisors sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 26,433 shares — an estimated $1.72M sold.

Great Lakes Advisors first reported a position in XYZ in Q2 2017 and held it in 19 quarters. The position peaked at $24.9M in Q2 2018. 993 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Great Lakes Advisors reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Great Lakes Advisors sold 26,433 Block Inc shares in Q1 2026, an estimated $1.72M.
  • Great Lakes Advisors first reported a position in Block Inc in Q2 2017 and held it in 19 quarters.
  • Great Lakes Advisors's Block Inc position peaked at $24.9M in Q2 2018.
  • 993 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Great Lakes Advisors's 13F filing for Q1 2026, filed 12 May 2026.