HUB Investment Partners’s Block Inc XYZ Stock Holding History

HUB Investment Partners’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	$520K	Buy	6,844 +1,045	+18%	+$73.5K	0.01%	696
2026 Q1	$349K	Buy	5,799 +425	+8%	+$25.8K	0.01%	731
2025 Q4	$350K	Buy	5,374 +2,195	+69%	+$151K	0.01%	611
2025 Q3	$230K	Buy	+3,179	New	+$238K	0.01%	642
2025 Q2	–	Sell	-12,014	Closed	-$653K	–	768
2025 Q1	$653K	Buy	12,014 +223	+2%	+$16.6K	0.03%	295
2024 Q4	$1M	Sell	11,791 -679	-5%	-$55.7K	0.04%	211
2024 Q3	$837K	Sell	12,470 -5,015	-29%	-$324K	0.04%	219
2024 Q2	$1.13M	Sell	17,485 -3,085	-15%	-$216K	0.04%	178
2024 Q1	$1.74M	Buy	20,570 +6,269	+44%	+$453K	0.1%	155
2023 Q4	$1.11M	Buy	+14,301	New	+$809K	0.08%	163
2021 Q4	–	Sell	-1,160	Closed	-$278K	–	246
2021 Q3	$278K	Buy	1,160 +14	+1%	+$3.6K	0.07%	176
2021 Q2	$279K	Buy	1,146 +137	+14%	+$31.8K	0.07%	170
2021 Q1	$229K	Buy	+1,009	New	+$236K	0.07%	196

Other funds holding XYZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

HUB Investment Partners's XYZ Position: Q2 2026 in Review

HUB Investment Partners increased its Block Inc (XYZ) stake by 18% in Q2 2026, buying an estimated $73.5K and bringing the position to 6,844 shares worth $520K. The position accounts for 0.01% of the portfolio, ranked #696.

HUB Investment Partners first reported a position in XYZ in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.74M in Q1 2024. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

HUB Investment Partners held 6,844 shares of Block Inc worth $520K as of Q2 2026.
HUB Investment Partners bought 1,045 Block Inc shares in Q2 2026, an estimated $73.5K.
Block Inc made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #696 holding.
HUB Investment Partners first reported a position in Block Inc in Q1 2021 and has held it in 13 quarters since.
HUB Investment Partners's Block Inc position peaked at $1.74M in Q1 2024.
1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.