KP
XYZ

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
Q2 		$991K Sell
13,045
-323
-2% -$22.7K 0.06% 178
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

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

Keel Point's XYZ Position: Q2 2026 in Review

Keel Point reduced its Block Inc (XYZ) stake by 2.4% in Q2 2026, selling an estimated $22.7K and leaving 13,045 shares worth $991K. The position accounts for 0.06% of the portfolio, ranked #178.

Keel Point first reported a position in XYZ in Q1 2021 and has held it in 12 quarters since. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Keel Point held 13,045 shares of Block Inc worth $991K as of Q2 2026.
  • Keel Point sold 323 Block Inc shares in Q2 2026, an estimated $22.7K.
  • Block Inc made up 0.06% of Keel Point's portfolio in Q2 2026, its #178 holding.
  • Keel Point first reported a position in Block Inc in Q1 2021 and has held it in 12 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.