MCA
XYZ

Martin Capital Advisors’s Block Inc XYZ Stock Holding History

Martin Capital Advisors’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 		$2.35M Sell
30,859
-272
-0.9% -$19.1K 1.23% 21
2026
Q1 		$1.87M Sell
31,131
-580
-2% -$35.3K 1.18% 23
2025
Q4 		$2.06M Sell
31,711
-281
-0.9% -$19.4K 1.21% 22
2025
Q3 		$2.31M Hold
31,992
– – 1.4% 18
2025
Q2 		$2.17M Sell
31,992
-500
-2% -$29.1K 1.41% 22
2025
Q1 		$1.77M Sell
32,492
-900
-3% -$67.2K 1.26% 24
2024
Q4 		$2.84M Hold
33,392
– – 1.83% 13
2024
Q3 		$2.24M Buy
33,392
+285
+0.9% +$18.4K 1.6% 16
2024
Q2 		$2.14M Sell
33,107
-183
-0.5% -$12.8K 1.6% 18
2024
Q1 		$2.82M Hold
33,290
– – 2.21% 13
2023
Q4 		$2.57M Sell
33,290
-143
-0.4% -$8.09K 2.17% 11
2023
Q3 		$1.48M Buy
33,433
+1,065
+3% +$65.9K 1.44% 23
2023
Q2 		$2.15M Buy
32,368
+285
+0.9% +$17.8K 1.97% 13
2023
Q1 		$2.2M Sell
32,083
-1,560
-5% -$117K 2.28% 10
2022
Q4 		$2.11M Buy
33,643
+7,655
+29% +$472K 2.36% 11
2022
Q3 		$1.43M Sell
25,988
-14,878
-36% -$1.05M 2.1% 13
2022
Q2 		$2.51M Hold
40,866
– – 2.22% 12
2022
Q1 		$5.54M Buy
40,866
+120
+0.3% +$14.5K 3.8% 4
2021
Q4 		$6.58M Buy
+40,746
New +$8.83M 4.07% 4

Other funds holding XYZ

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Martin Capital Advisors's XYZ Position: Q2 2026 in Review

Martin Capital Advisors reduced its Block Inc (XYZ) stake by 0.87% in Q2 2026, selling an estimated $19.1K and leaving 30,859 shares worth $2.35M. The position accounts for 1.23% of the portfolio, ranked #21.

Martin Capital Advisors first reported a position in XYZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.58M in Q4 2021. 385 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Martin Capital Advisors held 30,859 shares of Block Inc worth $2.35M as of Q2 2026.
  • Martin Capital Advisors sold 272 Block Inc shares in Q2 2026, an estimated $19.1K.
  • Block Inc made up 1.23% of Martin Capital Advisors's portfolio in Q2 2026, its #21 holding.
  • Martin Capital Advisors first reported a position in Block Inc in Q4 2021 and has held it in 19 quarters since.
  • Martin Capital Advisors's Block Inc position peaked at $6.58M in Q4 2021.
  • 385 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Martin Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.