KCM
XYZ

Kathmere Capital Management’s Block Inc XYZ Stock Holding History

Kathmere Capital 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 		– Sell
-4,180
Closed -$252K – 716
2026
Q1 		$252K Buy
4,180
+1,010
+32% +$61.4K 0.02% 519
2025
Q4 		$206K Sell
3,170
-10
-0.3% -$690 0.01% 524
2025
Q3 		$230K Buy
3,180
+84
+3% +$6.29K 0.02% 457
2025
Q2 		$210K Buy
+3,096
New +$180K 0.02% 444
2025
Q1 		– Sell
-2,967
Closed -$252K – 459
2024
Q4 		$252K Buy
+2,967
New +$243K 0.02% 348
2024
Q2 		– Sell
-2,949
Closed -$249K – 362
2024
Q1 		$249K Hold
2,949
– – 0.03% 264
2023
Q4 		$228K Buy
+2,949
New +$167K 0.03% 256

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

Kathmere Capital Management's XYZ Position: Q2 2026 in Review

Kathmere Capital Management sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 4,180 shares — an estimated $252K sold.

Kathmere Capital Management first reported a position in XYZ in Q4 2023 and held it in 7 quarters. The position peaked at $252K in Q4 2024. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Kathmere Capital Management reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
  • Kathmere Capital Management sold 4,180 Block Inc shares in Q2 2026, an estimated $252K.
  • Kathmere Capital Management first reported a position in Block Inc in Q4 2023 and held it in 7 quarters.
  • Kathmere Capital Management's Block Inc position peaked at $252K in Q4 2024.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.