HI
XYZ

Harbour Investments’s Block Inc XYZ Stock Holding History

Harbour Investments’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 		$1.48M Buy
24,604
+2,414
+11% +$147K 0.02% 612
2025
Q4 		$1.44M Sell
22,190
-931
-4% -$64.2K 0.03% 486
2025
Q3 		$1.67M Buy
23,121
+343
+2% +$25.7K 0.04% 397
2025
Q2 		$1.55M Sell
22,778
-1,721
-7% -$100K 0.04% 397
2025
Q1 		$1.33M Sell
24,499
-300
-1% -$22.4K 0.04% 406
2024
Q4 		$2.11M Sell
24,799
-266
-1% -$21.8K 0.06% 271
2024
Q3 		$1.68M Sell
25,065
-231
-0.9% -$14.9K 0.05% 313
2024
Q2 		$1.63M Sell
25,296
-1,701
-6% -$119K 0.06% 292
2024
Q1 		$2.28M Buy
26,997
+7,621
+39% +$551K 0.08% 224
2023
Q4 		$1.5M Buy
19,376
+3,477
+22% +$197K 0.06% 286
2023
Q3 		$704K Sell
15,899
-109
-0.7% -$6.75K 0.04% 406
2023
Q2 		$1.07M Sell
16,008
-2,094
-12% -$131K 0.05% 327
2023
Q1 		$1.24M Sell
18,102
-564
-3% -$42.2K 0.07% 271
2022
Q4 		$1.17M Sell
18,666
-957
-5% -$59K 0.07% 267
2022
Q3 		$1.21M Hold
19,623
– – 0.08% 242
2022
Q2 		$1.21M Buy
+19,623
New +$1.79M 0.08% 242
2021
Q4 		$2.81M Sell
17,396
-8,762
-33% -$1.9M 0.17% 121
2021
Q3 		$6.27M Buy
26,158
+733
+3% +$188K 0.2% 94
2021
Q2 		$6.2M Buy
25,425
+880
+4% +$204K 0.2% 92
2021
Q1 		$5.57M Buy
+24,545
New +$5.74M 0.2% 94

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

Harbour Investments's XYZ Position: Q1 2026 in Review

Harbour Investments increased its Block Inc (XYZ) stake by 11% in Q1 2026, buying an estimated $147K and bringing the position to 24,604 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #612.

Harbour Investments first reported a position in XYZ in Q1 2021 and has held it in 20 quarters since. The position peaked at $6.27M in Q3 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Harbour Investments held 24,604 shares of Block Inc worth $1.48M as of Q1 2026.
  • Harbour Investments bought 2,414 Block Inc shares in Q1 2026, an estimated $147K.
  • Block Inc made up 0.02% of Harbour Investments's portfolio in Q1 2026, its #612 holding.
  • Harbour Investments first reported a position in Block Inc in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's Block Inc position peaked at $6.27M in Q3 2021.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.