Invesco’s Block Inc XYZ Stock Holding History

Invesco’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	-8,300	Closed	-$705K	–	3820
2024 Q4	$705K	Buy	+8,300	New	+$681K	﹤0.01%	3072
2022 Q3	–	Sell	-5,500	Closed	-$338K	–	4056
2022 Q2	$338K	Sell	5,500 -5,500	-50%	-$503K	﹤0.01%	3523
2022 Q1	$1.49M	Sell	11,000 -8,900	-45%	-$1.08M	﹤0.01%	2898
2021 Q4	$3.21M	Buy	19,900 +300	+2%	+$65K	﹤0.01%	2609
2021 Q3	$4.7M	Hold	19,600	–	–	﹤0.01%	2424
2021 Q2	$4.78M	Sell	19,600 -16,300	-45%	-$3.78M	﹤0.01%	2443
2021 Q1	$8.15M	Buy	35,900 +4,100	+13%	+$959K	﹤0.01%	2079
2020 Q4	$6.92M	Buy	31,800 +3,700	+13%	+$722K	﹤0.01%	2011
2020 Q3	$4.57M	Sell	28,100 -9,600	-25%	-$1.36M	﹤0.01%	2049
2020 Q2	$3.96M	Buy	37,700 +11,700	+45%	+$896K	﹤0.01%	2124
2020 Q1	$1.36M	Buy	26,000 +1,300	+5%	+$88.9K	﹤0.01%	2591
2019 Q4	$1.54M	Hold	24,700	–	–	﹤0.01%	2767
2019 Q3	$1.53M	Buy	24,700 +23,700	+2,370%	+$1.61M	﹤0.01%	2773
2019 Q2	$73K	Hold	1,000	–	–	﹤0.01%	3696
2019 Q1	$75K	Sell	1,000 -1,400	-58%	-$101K	﹤0.01%	3689
2018 Q4	$135K	Hold	2,400	–	–	﹤0.01%	3610
2018 Q3	$238K	Buy	+2,400	New	+$185K	﹤0.01%	3656

Other funds holding XYZ

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco's XYZ Position: Q1 2026 in Review

Invesco increased its Block Inc (XYZ) stake by 4.2% in Q1 2026, buying an estimated $13.4M and bringing the position to 5,520,026 shares worth $332M. The position accounts for 0.03% of the portfolio, ranked #488.

Invesco first reported a position in XYZ in Q2 2016 and has held it in 40 quarters since. The position peaked at $588M in Q3 2021. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

Invesco held 5,520,026 shares of Block Inc worth $332M as of Q1 2026.
Invesco bought 220,993 Block Inc shares in Q1 2026, an estimated $13.4M.
Block Inc made up 0.03% of Invesco's portfolio in Q1 2026, its #488 holding.
Invesco first reported a position in Block Inc in Q2 2016 and has held it in 40 quarters since.
Invesco's Block Inc position peaked at $588M in Q3 2021.
987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.