LI
XYZ

LRI Investments’s Block Inc XYZ Stock Holding History

LRI Investments’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 		$1.37K Buy
+18
New +$1.26K ﹤0.01% 1313
2025
Q3 		– Sell
-400
Closed -$27.2K – 1370
2025
Q2 		$27.2K Hold
400
– – ﹤0.01% 648
2025
Q1 		$21.7K Sell
400
-360
-47% -$26.9K ﹤0.01% 654
2024
Q4 		$64.6K Buy
760
+360
+90% +$29.5K 0.01% 493
2024
Q3 		$33.4K Sell
400
-341
-46% -$22K ﹤0.01% 572
2024
Q2 		$47.8K Buy
741
+341
+85% +$23.9K 0.01% 480
2024
Q1 		$33.8K Buy
+400
New +$28.9K 0.01% 310

Other funds holding XYZ

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LRI Investments's XYZ Position: Q2 2026 in Review

LRI Investments opened a new position in Block Inc (XYZ) in Q2 2026: 18 shares worth $1.37K. The stake represents ﹤0.01% of the portfolio and ranks #1313 among its holdings. This is a return to the name: LRI Investments previously reported a position in XYZ as recently as Q2 2025.

LRI Investments first reported a position in XYZ in Q1 2024 and has held it in 7 quarters since. The position peaked at $64.6K in Q4 2024. 127 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • LRI Investments held 18 shares of Block Inc worth $1.37K as of Q2 2026.
  • Block Inc was a new LRI Investments position in Q2 2026.
  • Block Inc made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1313 holding.
  • LRI Investments first reported a position in Block Inc in Q1 2024 and has held it in 7 quarters since.
  • LRI Investments's Block Inc position peaked at $64.6K in Q4 2024.
  • 127 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.