Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-200
Closed -$3K 545
2018
Q4
$3K Buy
+200
New +$14.1K ﹤0.01% 503

Other funds holding XYZ

Moors & Cabot's XYZ Position: Q2 2026 in Review

Moors & Cabot reduced its Block Inc (XYZ) stake by 8.6% in Q2 2026, selling an estimated $21.1K and leaving 3,173 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #842.

Moors & Cabot first reported a position in XYZ in Q3 2016 and has held it in 35 quarters since. The position peaked at $3.07M in Q3 2021. 1,081 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Moors & Cabot held 3,173 shares of Block Inc worth $241K as of Q2 2026.
  • Moors & Cabot sold 300 Block Inc shares in Q2 2026, an estimated $21.1K.
  • Block Inc made up 0.01% of Moors & Cabot's portfolio in Q2 2026, its #842 holding.
  • Moors & Cabot first reported a position in Block Inc in Q3 2016 and has held it in 35 quarters since.
  • Moors & Cabot's Block Inc position peaked at $3.07M in Q3 2021.
  • 1,081 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.