MCM
XYZ

MAI Capital Management’s Block Inc XYZ Stock Holding History

MAI 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
Q1 		$312K Buy
5,179
+435
+9% +$26.4K ﹤0.01% 1252
2025
Q4 		$299K Buy
4,744
+572
+14% +$39.5K ﹤0.01% 1152
2025
Q3 		$287K Sell
4,172
-1,933
-32% -$145K ﹤0.01% 1120
2025
Q2 		$415K Buy
6,105
+163
+3% +$9.48K ﹤0.01% 910
2025
Q1 		$323K Sell
5,942
-8
-0.1% -$597 ﹤0.01% 952
2024
Q4 		$506K Buy
5,950
+131
+2% +$10.7K ﹤0.01% 840
2024
Q3 		$391K Buy
5,819
+941
+19% +$60.8K ﹤0.01% 806
2024
Q2 		$315K Buy
4,878
+75
+2% +$5.25K ﹤0.01% 973
2024
Q1 		$406K Buy
+4,803
New +$347K ﹤0.01% 879
2023
Q2 		– Sell
-3,859
Closed -$265K – 1131
2023
Q1 		$265K Buy
+3,859
New +$289K ﹤0.01% 841
2022
Q4 		– Sell
-4,445
Closed -$244K – 1068
2022
Q3 		$244K Buy
4,445
+319
+8% +$22.6K ﹤0.01% 768
2022
Q2 		$254K Sell
4,126
-145
-3% -$13.2K ﹤0.01% 735
2022
Q1 		$579K Sell
4,271
-506
-11% -$61.3K 0.01% 522
2021
Q4 		$772K Buy
4,777
+1,830
+62% +$397K 0.01% 463
2021
Q3 		$707K Buy
2,947
+301
+11% +$77.3K 0.01% 439
2021
Q2 		$645K Buy
2,646
+61
+2% +$14.1K 0.01% 443
2021
Q1 		$587K Buy
2,585
+129
+5% +$30.2K 0.01% 442
2020
Q4 		$535K Buy
2,456
+443
+22% +$86.4K 0.01% 442
2020
Q3 		$327K Buy
+2,013
New +$284K 0.01% 464

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

MAI Capital Management's XYZ Position: Q1 2026 in Review

MAI Capital Management increased its Block Inc (XYZ) stake by 9.2% in Q1 2026, buying an estimated $26.4K and bringing the position to 5,179 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

MAI Capital Management first reported a position in XYZ in Q3 2020 and has held it in 19 quarters since. The position peaked at $772K in Q4 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • MAI Capital Management held 5,179 shares of Block Inc worth $312K as of Q1 2026.
  • MAI Capital Management bought 435 Block Inc shares in Q1 2026, an estimated $26.4K.
  • Block Inc made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1252 holding.
  • MAI Capital Management first reported a position in Block Inc in Q3 2020 and has held it in 19 quarters since.
  • MAI Capital Management's Block Inc position peaked at $772K in Q4 2021.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.