GT
XYZ

Greenleaf Trust’s Block Inc XYZ Stock Holding History

Greenleaf Trust’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 		$518K Sell
6,814
-387
-5% -$27.2K 0.01% 507
2026
Q1 		$433K Buy
7,201
+2,315
+47% +$141K ﹤0.01% 524
2025
Q4 		$318K Sell
4,886
-154
-3% -$10.6K ﹤0.01% 635
2025
Q3 		$364K Buy
5,040
+1,191
+31% +$89.1K ﹤0.01% 578
2025
Q2 		$261K Sell
3,849
-606
-14% -$35.3K ﹤0.01% 679
2025
Q1 		$242K Buy
4,455
+364
+9% +$27.2K ﹤0.01% 714
2024
Q4 		$348K Buy
4,091
+16
+0.4% +$1.31K ﹤0.01% 608
2024
Q3 		$274K Buy
4,075
+55
+1% +$3.55K ﹤0.01% 692
2024
Q2 		$259K Sell
4,020
-89
-2% -$6.23K ﹤0.01% 659
2024
Q1 		$348K Buy
4,109
+49
+1% +$3.54K ﹤0.01% 565
2023
Q4 		$314K Buy
+4,060
New +$230K ﹤0.01% 582
2023
Q2 		– Sell
-5,206
Closed -$357K – 808
2023
Q1 		$357K Buy
5,206
+412
+9% +$30.8K ﹤0.01% 544
2022
Q4 		$301K Buy
+4,794
New +$296K ﹤0.01% 583
2022
Q2 		– Sell
-3,584
Closed -$486K – 799
2022
Q1 		$486K Buy
3,584
+1,826
+104% +$221K 0.01% 429
2021
Q4 		$284K Sell
1,758
-135
-7% -$29.3K ﹤0.01% 618
2021
Q3 		$454K Buy
1,893
+26
+1% +$6.68K 0.01% 424
2021
Q2 		$455K Buy
1,867
+82
+5% +$19K 0.01% 423
2021
Q1 		$405K Buy
1,785
+58
+3% +$13.6K 0.01% 446
2020
Q4 		$376K Sell
1,727
-62
-3% -$12.1K 0.01% 405
2020
Q3 		$291K Buy
+1,789
New +$253K ﹤0.01% 425

Other funds holding XYZ

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Greenleaf Trust's XYZ Position: Q2 2026 in Review

Greenleaf Trust reduced its Block Inc (XYZ) stake by 5.4% in Q2 2026, selling an estimated $27.2K and leaving 6,814 shares worth $518K. The position accounts for 0.01% of the portfolio, ranked #507.

Greenleaf Trust first reported a position in XYZ in Q3 2020 and has held it in 20 quarters since. 182 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Greenleaf Trust held 6,814 shares of Block Inc worth $518K as of Q2 2026.
  • Greenleaf Trust sold 387 Block Inc shares in Q2 2026, an estimated $27.2K.
  • Block Inc made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #507 holding.
  • Greenleaf Trust first reported a position in Block Inc in Q3 2020 and has held it in 20 quarters since.
  • 182 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.