IFM
XYZ

ION Fund Management’s Block Inc XYZ Stock Holding History

ION Fund Management’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
Q2 		$6.08M Hold
80,000
– – 0.39% 22
2026
Q1 		$4.81M Sell
80,000
-100,000
-56% -$6.08M 0.68% 23
2025
Q4 		$11.7M Buy
+180,000
New +$12.4M 1.37% 24

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

ION Fund Management's XYZ Position: Q2 2026 in Review

ION Fund Management held its Block Inc (XYZ) position steady in Q2 2026 at 80,000 shares worth $6.08M. The position accounts for 0.39% of the portfolio, ranked #22.

ION Fund Management first reported a position in XYZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.7M in Q4 2025. 1,075 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • ION Fund Management held 80,000 shares of Block Inc worth $6.08M as of Q2 2026.
  • ION Fund Management left its Block Inc share count unchanged in Q2 2026.
  • Block Inc made up 0.39% of ION Fund Management's portfolio in Q2 2026, its #22 holding.
  • ION Fund Management first reported a position in Block Inc in Q4 2025 and has held it in 3 quarters since.
  • ION Fund Management's Block Inc position peaked at $11.7M in Q4 2025.
  • 1,075 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on ION Fund Management's 13F filing for Q2 2026, filed 14 Aug 2026.