Lazari Capital Management’s Block Inc XYZ Stock Holding History

Lazari 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	$268K	Sell	3,522 -213	-6%	-$15K	0.08%	141
2026 Q1	$225K	Hold	3,735	–	–	0.08%	145
2025 Q4	$243K	Sell	3,735 -575	-13%	-$39.7K	0.08%	133
2025 Q3	$311K	Sell	4,310 -257	-6%	-$19.2K	0.11%	110
2025 Q2	$310K	Sell	4,567 -20	-0.4%	-$1.16K	0.12%	103
2025 Q1	$249K	Hold	4,587	–	–	0.1%	115
2024 Q4	$390K	Sell	4,587 -200	-4%	-$16.4K	0.16%	84
2024 Q3	$321K	Sell	4,787 -150	-3%	-$9.69K	0.14%	96
2024 Q2	$318K	Sell	4,937 -240	-5%	-$16.8K	0.14%	97
2024 Q1	$438K	Sell	5,177 -815	-14%	-$58.9K	0.24%	68
2023 Q4	$463K	Sell	5,992 -275	-4%	-$15.5K	0.27%	67
2023 Q3	$277K	Sell	6,267 -642	-9%	-$39.8K	0.17%	83
2023 Q2	$460K	Buy	+6,909	New	+$432K	0.26%	58

Other funds holding XYZ

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

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

Lazari Capital Management reduced its Block Inc (XYZ) stake by 5.7% in Q2 2026, selling an estimated $15K and leaving 3,522 shares worth $268K. The position accounts for 0.08% of the portfolio, ranked #141.

Lazari Capital Management first reported a position in XYZ in Q2 2023 and has held it in 13 quarters since. The position peaked at $463K in Q4 2023. 407 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Lazari Capital Management held 3,522 shares of Block Inc worth $268K as of Q2 2026.
Lazari Capital Management sold 213 Block Inc shares in Q2 2026, an estimated $15K.
Block Inc made up 0.08% of Lazari Capital Management's portfolio in Q2 2026, its #141 holding.
Lazari Capital Management first reported a position in Block Inc in Q2 2023 and has held it in 13 quarters since.
Lazari Capital Management's Block Inc position peaked at $463K in Q4 2023.
407 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.