Keel Point’s Block Inc XYZ Stock Holding History

Keel Point’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	$805K	Sell	13,368 -428	-3%	-$26K	0.05%	198
2025 Q4	$898K	Buy	13,796 +205	+2%	+$14.1K	0.05%	199
2025 Q3	$982K	Sell	13,591 -76	-0.6%	-$5.69K	0.06%	187
2025 Q2	$928K	Sell	13,667 -810	-6%	-$47.1K	0.06%	187
2025 Q1	$787K	Buy	+14,477	New	+$1.08M	0.06%	173
2024 Q2	–	Sell	-2,886	Closed	-$244K	–	468
2024 Q1	$244K	Buy	+2,886	New	+$209K	0.03%	330
2022 Q2	–	Sell	-1,508	Closed	-$204K	–	293
2022 Q1	$204K	Buy	1,508 +59	+4%	+$7.14K	0.03%	250
2021 Q4	$234K	Sell	1,449 -31	-2%	-$6.72K	0.03%	248
2021 Q3	$355K	Buy	1,480 +124	+9%	+$31.9K	0.05%	180
2021 Q2	$331K	Buy	1,356 +21	+2%	+$4.87K	0.04%	185
2021 Q1	$303K	Buy	+1,335	New	+$312K	0.03%	202

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

Keel Point's XYZ Position: Q1 2026 in Review

Keel Point reduced its Block Inc (XYZ) stake by 3.1% in Q1 2026, selling an estimated $26K and leaving 13,368 shares worth $805K. The position accounts for 0.05% of the portfolio, ranked #198.

Keel Point first reported a position in XYZ in Q1 2021 and has held it in 11 quarters since. The position peaked at $982K in Q3 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

Keel Point held 13,368 shares of Block Inc worth $805K as of Q1 2026.
Keel Point sold 428 Block Inc shares in Q1 2026, an estimated $26K.
Block Inc made up 0.05% of Keel Point's portfolio in Q1 2026, its #198 holding.
Keel Point first reported a position in Block Inc in Q1 2021 and has held it in 11 quarters since.
Keel Point's Block Inc position peaked at $982K in Q3 2025.
986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.