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
2025
Q1 		– Sell
-200
Closed -$17K – 319
2024
Q4 		$17K Buy
+200
New +$16.4K 0.01% 263

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.