HI
XYZ

Hoey Investments’s Block Inc XYZ Stock Holding History

Hoey 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
2023
Q1 		– Hold
0
– -$37.7K – 369
2022
Q4 		– Hold
0
– – – 145
2022
Q3 		– Hold
0
– – – 134
2022
Q2 		– Sell
-100
Closed -$9.14K – 108
2022
Q1 		$14K Hold
100
– – ﹤0.01% 158
2021
Q4 		$16K Sell
100
-500
-83% -$108K ﹤0.01% 155
2021
Q3 		$144K Sell
600
-700
-54% -$180K 0.04% 67
2021
Q2 		$317K Sell
1,300
-800
-38% -$186K 0.09% 59
2021
Q1 		$477K Buy
+2,100
New +$491K 0.16% 42

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Hoey Investments's XYZ Position: Q2 2026 in Review

Hoey Investments held its Block Inc (XYZ) position steady in Q2 2026 at 50 shares worth $3.8K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Hoey Investments first reported a position in XYZ in Q4 2019 and has held it in 24 quarters since. The position peaked at $5.31M in Q1 2021. 556 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Hoey Investments held 50 shares of Block Inc worth $3.8K as of Q2 2026.
  • Hoey Investments left its Block Inc share count unchanged in Q2 2026.
  • Block Inc made up ﹤0.01% of Hoey Investments's portfolio in Q2 2026, its #314 holding.
  • Hoey Investments first reported a position in Block Inc in Q4 2019 and has held it in 24 quarters since.
  • Hoey Investments's Block Inc position peaked at $5.31M in Q1 2021.
  • 556 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.