IC
XYZ

IEQ Capital’s Block Inc XYZ Stock Holding History

IEQ Capital’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 		$2.56M Sell
42,466
-34,075
-45% -$2.07M 0.01% 679
2025
Q4 		$4.98M Sell
76,541
-17,228
-18% -$1.19M 0.01% 523
2025
Q3 		$6.78M Sell
93,769
-8,572
-8% -$642K 0.02% 414
2025
Q2 		$6.95M Buy
102,341
+374
+0.4% +$21.8K 0.04% 338
2025
Q1 		$5.54M Buy
101,967
+4,951
+5% +$370K 0.04% 317
2024
Q4 		$8.25M Sell
97,016
-12,155
-11% -$997K 0.08% 165
2024
Q3 		$7.33M Buy
109,171
+474
+0.4% +$30.6K 0.09% 150
2024
Q2 		$7.01M Buy
108,697
+69,789
+179% +$4.88M 0.09% 139
2024
Q1 		$3.29M Buy
38,908
+1,488
+4% +$108K 0.05% 239
2023
Q4 		$2.89M Buy
37,420
+8,783
+31% +$497K 0.05% 230
2023
Q3 		$1.27M Sell
28,637
-1,210
-4% -$74.9K 0.03% 344
2023
Q2 		$1.99M Sell
29,847
-12,542
-30% -$784K 0.04% 269
2023
Q1 		$2.91M Buy
42,389
+1,946
+5% +$146K 0.07% 192
2022
Q4 		$2.54M Sell
40,443
-5,325
-12% -$329K 0.07% 199
2022
Q3 		$2.52M Sell
45,768
-10,904
-19% -$772K 0.07% 195
2022
Q2 		$3.48M Buy
56,672
+11,218
+25% +$1.03M 0.11% 132
2022
Q1 		$6.16M Buy
45,454
+4,470
+11% +$541K 0.15% 95
2021
Q4 		$6.62M Buy
40,984
+10,119
+33% +$2.19M 0.15% 82
2021
Q3 		$7.4M Buy
30,865
+9,385
+44% +$2.41M 0.2% 70
2021
Q2 		$5.24M Buy
21,480
+1,739
+9% +$403K 0.15% 89
2021
Q1 		$4.48M Buy
19,741
+843
+4% +$197K 0.19% 84
2020
Q4 		$4.11M Sell
18,898
-12,138
-39% -$2.37M 0.18% 88
2020
Q3 		$5.04M Buy
31,036
+518
+2% +$73.1K 0.27% 61
2020
Q2 		$3.2M Buy
30,518
+9,415
+45% +$721K 0.21% 77
2020
Q1 		$1.1M Buy
21,103
+3,778
+22% +$258K 0.09% 133
2019
Q4 		$1.08M Buy
+17,325
New +$1.11M 0.1% 146

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

IEQ Capital's XYZ Position: Q1 2026 in Review

IEQ Capital reduced its Block Inc (XYZ) stake by 45% in Q1 2026, selling an estimated $2.07M and leaving 42,466 shares worth $2.56M. The position accounts for 0.01% of the portfolio, ranked #679.

IEQ Capital first reported a position in XYZ in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.25M in Q4 2024. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • IEQ Capital held 42,466 shares of Block Inc worth $2.56M as of Q1 2026.
  • IEQ Capital sold 34,075 Block Inc shares in Q1 2026, an estimated $2.07M.
  • Block Inc made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #679 holding.
  • IEQ Capital first reported a position in Block Inc in Q4 2019 and has held it in 26 quarters since.
  • IEQ Capital's Block Inc position peaked at $8.25M in Q4 2024.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.