LGF
XYZ

LGT Group Foundation’s Block Inc XYZ Stock Holding History

LGT Group Foundation’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 		$1.55M Sell
20,351
-2,940
-13% -$207K 0.02% 174
2026
Q1 		$1.4M Buy
23,291
+1,982
+9% +$121K 0.02% 179
2025
Q4 		$1.4M Buy
21,309
+2,503
+13% +$173K 0.02% 189
2025
Q3 		$1.38M Sell
18,806
-4,982
-21% -$373K 0.02% 187
2025
Q2 		$1.62M Sell
23,788
-8,777
-27% -$511K 0.02% 174
2025
Q1 		$1.77M Buy
32,565
+1,152
+4% +$86K 0.02% 179
2024
Q4 		$2.67M Buy
31,413
+3,077
+11% +$252K 0.04% 156
2024
Q3 		$1.84M Buy
+28,336
New +$1.83M 0.03% 186
2024
Q2 		– Sell
-2,412
Closed -$204K – 293
2024
Q1 		$204K Buy
+2,412
New +$174K ﹤0.01% 230
2023
Q2 		– Sell
-19,246
Closed -$1.32M – 270
2023
Q1 		$1.32M Sell
19,246
-13,086
-40% -$980K 0.04% 216
2022
Q4 		$2.03M Buy
32,332
+5,238
+19% +$323K 0.06% 186
2022
Q3 		$1.49M Sell
27,094
-20,326
-43% -$1.44M 0.06% 177
2022
Q2 		$2.92M Sell
47,420
-55,973
-54% -$5.11M 0.09% 164
2022
Q1 		$13.8M Buy
103,393
+37,521
+57% +$4.54M 0.32% 71
2021
Q4 		$10.6M Buy
+65,872
New +$14.3M 0.27% 86

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

LGT Group Foundation's XYZ Position: Q2 2026 in Review

LGT Group Foundation reduced its Block Inc (XYZ) stake by 13% in Q2 2026, selling an estimated $207K and leaving 20,351 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #174.

LGT Group Foundation first reported a position in XYZ in Q4 2021 and has held it in 15 quarters since. The position peaked at $13.8M in Q1 2022. 607 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • LGT Group Foundation held 20,351 shares of Block Inc worth $1.55M as of Q2 2026.
  • LGT Group Foundation sold 2,940 Block Inc shares in Q2 2026, an estimated $207K.
  • Block Inc made up 0.02% of LGT Group Foundation's portfolio in Q2 2026, its #174 holding.
  • LGT Group Foundation first reported a position in Block Inc in Q4 2021 and has held it in 15 quarters since.
  • LGT Group Foundation's Block Inc position peaked at $13.8M in Q1 2022.
  • 607 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on LGT Group Foundation's 13F filing for Q2 2026, filed 10 Aug 2026.