MAM
XYZ

Marquette Asset Management’s Block Inc XYZ Stock Holding History

Marquette Asset 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 		$6.16K Buy
81
+47
+138% +$3.3K ﹤0.01% 401
2026
Q1 		$2.05K Buy
+34
New +$2.07K ﹤0.01% 534
2025
Q4 		– Sell
-60
Closed -$4.34K – 900
2025
Q3 		$4.34K Buy
+60
New +$4.49K ﹤0.01% 363
2022
Q3 		– Sell
-5
Closed – – 414
2022
Q2 		$0 Hold
5
– – ﹤0.01% 443
2022
Q1 		$1K Buy
+5
New +$605 ﹤0.01% 350

Other funds holding XYZ

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
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Marquette Asset Management's XYZ Position: Q2 2026 in Review

Marquette Asset Management increased its Block Inc (XYZ) stake by 138% in Q2 2026, buying an estimated $3.3K and bringing the position to 81 shares worth $6.16K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Marquette Asset Management first reported a position in XYZ in Q1 2022 and has held it in 5 quarters since. 518 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Marquette Asset Management held 81 shares of Block Inc worth $6.16K as of Q2 2026.
  • Marquette Asset Management bought 47 Block Inc shares in Q2 2026, an estimated $3.3K.
  • Block Inc made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #401 holding.
  • Marquette Asset Management first reported a position in Block Inc in Q1 2022 and has held it in 5 quarters since.
  • 518 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.