HIIFS
XYZ

Harel Insurance Investments & Financial Services’s Block Inc XYZ Stock Holding History

Harel Insurance Investments & Financial Services’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 		$224K Hold
2,957
– – ﹤0.01% 328
2026
Q1 		$177K Sell
2,957
-1,536
-34% -$93.4K ﹤0.01% 318
2025
Q4 		$292K Sell
4,493
-1,608
-26% -$111K ﹤0.01% 257
2025
Q3 		$440K Buy
6,101
+321
+6% +$24K ﹤0.01% 239
2025
Q2 		$393K Buy
5,780
+3,644
+171% +$212K ﹤0.01% 242
2025
Q1 		$116K Buy
2,136
+444
+26% +$33.1K ﹤0.01% 308
2024
Q4 		$144K Sell
1,692
-218
-11% -$17.9K ﹤0.01% 232
2024
Q3 		$128K Buy
1,910
+1,450
+315% +$93.7K ﹤0.01% 251
2024
Q2 		$29K Sell
460
-540
-54% -$37.8K ﹤0.01% 422
2024
Q1 		$85K Buy
+1,000
New +$72.3K ﹤0.01% 322
2022
Q2 		– Sell
-7,541
Closed -$1.02M – 812
2022
Q1 		$1.02M Buy
7,541
+5,770
+326% +$699K 0.02% 198
2021
Q4 		$292K Buy
1,771
+1,071
+153% +$232K 0.01% 329
2021
Q3 		$168K Sell
700
-3,907
-85% -$1M ﹤0.01% 392
2021
Q2 		$3.66M Sell
4,607
-658
-12% -$153K 0.08% 122
2021
Q1 		$3.99M Sell
5,265
-2,310
-30% -$540K 0.08% 151
2020
Q4 		$5.3M Buy
7,575
+5,833
+335% +$1.14M 0.13% 81
2020
Q3 		$283K Sell
1,742
-4,425
-72% -$625K 0.01% 253
2020
Q2 		$647K Buy
6,167
+4,700
+320% +$360K 0.02% 107
2020
Q1 		$77K Buy
1,467
+855
+140% +$58.5K ﹤0.01% 237
2019
Q4 		$38K Buy
+612
New +$39.1K ﹤0.01% 385
2019
Q3 		– Sell
-1,500
Closed -$109K – 582
2019
Q2 		$109K Buy
1,500
+1,000
+200% +$69.9K 0.01% 236
2019
Q1 		$37K Sell
500
-1,500
-75% -$109K ﹤0.01% 300
2018
Q4 		$112K Buy
2,000
+436
+28% +$30.8K 0.01% 226
2018
Q3 		$155K Buy
+1,564
New +$121K 0.01% 223
2018
Q1 		– Sell
-6,000
Closed -$208K – 493
2017
Q4 		$208K Buy
+6,000
New +$220K 0.01% 207

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Harel Insurance Investments & Financial Services's XYZ Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services held its Block Inc (XYZ) position steady in Q2 2026 at 2,957 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Harel Insurance Investments & Financial Services first reported a position in XYZ in Q4 2017 and has held it in 25 quarters since. The position peaked at $5.3M in Q4 2020. 731 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Harel Insurance Investments & Financial Services held 2,957 shares of Block Inc worth $224K as of Q2 2026.
  • Harel Insurance Investments & Financial Services left its Block Inc share count unchanged in Q2 2026.
  • Block Inc made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #328 holding.
  • Harel Insurance Investments & Financial Services first reported a position in Block Inc in Q4 2017 and has held it in 25 quarters since.
  • Harel Insurance Investments & Financial Services's Block Inc position peaked at $5.3M in Q4 2020.
  • 731 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.