LNWTC
XYZ

Laird Norton Wetherby Trust Company’s Block Inc XYZ Stock Holding History

Laird Norton Wetherby Trust Company’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 		$442K Sell
7,340
-1,446
-16% -$87.9K 0.01% 724
2025
Q4 		$572K Buy
+8,786
New +$606K 0.01% 673

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

Laird Norton Wetherby Trust Company's XYZ Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company reduced its Block Inc (XYZ) stake by 16% in Q1 2026, selling an estimated $87.9K and leaving 7,340 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #724.

Laird Norton Wetherby Trust Company first reported a position in XYZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $572K in Q4 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Laird Norton Wetherby Trust Company held 7,340 shares of Block Inc worth $442K as of Q1 2026.
  • Laird Norton Wetherby Trust Company sold 1,446 Block Inc shares in Q1 2026, an estimated $87.9K.
  • Block Inc made up 0.01% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #724 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Block Inc in Q4 2025 and has held it in 2 quarters since.
  • Laird Norton Wetherby Trust Company's Block Inc position peaked at $572K in Q4 2025.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.