IFC & Insurance Marketing’s Block Inc XYZ Stock Holding History

IFC & Insurance Marketing’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	–	Sell	-114	Closed	-$7K	–	747
2025 Q4	$7K	Buy	+114	New	+$7.86K	0.01%	465

Other funds holding XYZ

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

BlackRock New York $6.73T AUM 46.02% 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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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

IFC & Insurance Marketing's XYZ Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 114 shares — an estimated $7K sold.

IFC & Insurance Marketing first reported a position in XYZ in Q4 2025 and held it in 1 quarter. The position peaked at $7K in Q4 2025. 993 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

IFC & Insurance Marketing reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
IFC & Insurance Marketing sold 114 Block Inc shares in Q1 2026, an estimated $7K.
IFC & Insurance Marketing first reported a position in Block Inc in Q4 2025 and held it in 1 quarter.
IFC & Insurance Marketing's Block Inc position peaked at $7K in Q4 2025.
993 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.