LA
XYZ

LBP AM’s Block Inc XYZ Stock Holding History

LBP AM’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 		$1.51M Buy
25,014
+7,016
+39% +$427K 0.02% 301
2025
Q4 		$1.17M Sell
17,998
-2
-0% -$138 0.01% 348
2025
Q3 		$1.3M Buy
+18,000
New +$1.35M 0.02% 324
2024
Q2 		– Sell
-9,748
Closed -$824K – 360
2024
Q1 		$824K Sell
9,748
-1,923
-16% -$139K 0.03% 278
2023
Q4 		$903K Buy
11,671
+6,738
+137% +$381K 0.02% 338
2023
Q3 		$218K Buy
4,933
+933
+23% +$57.8K ﹤0.01% 463
2023
Q2 		$266K Sell
4,000
-10,845
-73% -$678K 0.01% 410
2023
Q1 		$1.02M Buy
14,845
+3,245
+28% +$243K 0.03% 362
2022
Q4 		$729K Buy
+11,600
New +$716K 0.02% 383

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

LBP AM's XYZ Position: Q1 2026 in Review

LBP AM increased its Block Inc (XYZ) stake by 39% in Q1 2026, buying an estimated $427K and bringing the position to 25,014 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #301.

LBP AM first reported a position in XYZ in Q4 2022 and has held it in 9 quarters since. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • LBP AM held 25,014 shares of Block Inc worth $1.51M as of Q1 2026.
  • LBP AM bought 7,016 Block Inc shares in Q1 2026, an estimated $427K.
  • Block Inc made up 0.02% of LBP AM's portfolio in Q1 2026, its #301 holding.
  • LBP AM first reported a position in Block Inc in Q4 2022 and has held it in 9 quarters since.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on LBP AM's 13F filing for Q1 2026, filed 27 Apr 2026.