ICP
XYZ

Interchange Capital Partners’s Block Inc XYZ Stock Holding History

Interchange Capital 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
Q1 		$202K Buy
+3,672
New +$223K 0.06% 269
2025
Q4 		– Sell
-3,690
Closed -$267K – 460
2025
Q3 		$267K Buy
+3,690
New +$276K 0.05% 287
2025
Q1 		– Sell
-6,091
Closed -$518K – 320
2024
Q4 		$518K Sell
6,091
-2,131
-26% -$175K 0.19% 127
2024
Q3 		$552K Sell
8,222
-2,803
-25% -$181K 0.19% 128
2024
Q2 		$711K Sell
11,025
-164
-1% -$11.5K 0.26% 98
2024
Q1 		$953K Buy
11,189
+399
+4% +$28.9K 0.64% 39
2023
Q4 		$840K Buy
10,790
+2,575
+31% +$146K 0.63% 36
2023
Q3 		$364K Buy
8,215
+551
+7% +$34.1K 0.29% 83
2023
Q2 		$511K Buy
7,664
+3,997
+109% +$250K 0.39% 67
2023
Q1 		$252K Buy
+3,667
New +$274K 0.14% 170
2022
Q4 		– Sell
-5,043
Closed -$277K – 168
2022
Q3 		$277K Sell
5,043
-501
-9% -$35.5K 0.3% 93
2022
Q2 		$340K Sell
5,544
-122
-2% -$11.1K 0.38% 84
2022
Q1 		$768K Buy
5,666
+1,739
+44% +$211K 0.79% 27
2021
Q4 		$634K Buy
+3,927
New +$851K 0.64% 40
2021
Q2 		– Sell
-6,459
Closed -$1.65M – 230
2021
Q1 		$1.65M Sell
6,459
-218
-3% -$51K 0.89% 23
2020
Q4 		$1.45M Buy
+6,677
New +$1.3M 0.79% 25

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

Interchange Capital Partners's XYZ Position: Q1 2026 in Review

Interchange Capital Partners opened a new position in Block Inc (XYZ) in Q1 2026: 3,672 shares worth $202K. The stake represents 0.06% of the portfolio and ranks #269 among its holdings. This is a return to the name: Interchange Capital Partners previously reported a position in XYZ as recently as Q3 2025.

Interchange Capital Partners first reported a position in XYZ in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.65M in Q1 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Interchange Capital Partners held 3,672 shares of Block Inc worth $202K as of Q1 2026.
  • Block Inc was a new Interchange Capital Partners position in Q1 2026.
  • Block Inc made up 0.06% of Interchange Capital Partners's portfolio in Q1 2026, its #269 holding.
  • Interchange Capital Partners first reported a position in Block Inc in Q4 2020 and has held it in 16 quarters since.
  • Interchange Capital Partners's Block Inc position peaked at $1.65M in Q1 2021.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.