KG
XYZ

Kilter Group’s Block Inc XYZ Stock Holding History

Kilter Group’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 		$11.7K Sell
194
-10
-5% -$608 0.01% 362
2025
Q4 		$13.3K Hold
204
– – 0.01% 285
2025
Q3 		$14.7K Buy
204
+7
+4% +$524 0.01% 230
2025
Q2 		$13.4K Buy
+197
New +$11.5K 0.01% 225

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kilter Group's XYZ Position: Q1 2026 in Review

Kilter Group reduced its Block Inc (XYZ) stake by 4.9% in Q1 2026, selling an estimated $608 and leaving 194 shares worth $11.7K. The position accounts for 0.01% of the portfolio, ranked #362.

Kilter Group first reported a position in XYZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $14.7K in Q3 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Kilter Group held 194 shares of Block Inc worth $11.7K as of Q1 2026.
  • Kilter Group sold 10 Block Inc shares in Q1 2026, an estimated $608.
  • Block Inc made up 0.01% of Kilter Group's portfolio in Q1 2026, its #362 holding.
  • Kilter Group first reported a position in Block Inc in Q2 2025 and has held it in 4 quarters since.
  • Kilter Group's Block Inc position peaked at $14.7K in Q3 2025.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Kilter Group's 13F filing for Q1 2026, filed 14 May 2026.