M
XYZ

MOTCO’s Block Inc XYZ Stock Holding History

MOTCO’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 		$836 Buy
+11
New +$773 ﹤0.01% 608
2022
Q4 		– Sell
-629
Closed -$35K – 685
2022
Q3 		$35K Buy
+629
New +$44.5K ﹤0.01% 404
2020
Q3 		– Sell
-30
Closed -$3K – 773
2020
Q2 		$3K Sell
30
-95,212
-100% -$7.29M ﹤0.01% 523
2020
Q1 		$4.99M Buy
95,242
+2,660
+3% +$182K 0.5% 67
2019
Q4 		$5.79M Buy
92,582
+3,034
+3% +$194K 0.49% 76
2019
Q3 		$5.55M Buy
89,548
+89,306
+36,903% +$6.07M 0.5% 69
2019
Q2 		$18K Buy
+242
New +$16.9K ﹤0.01% 512

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

MOTCO's XYZ Position: Q2 2026 in Review

MOTCO opened a new position in Block Inc (XYZ) in Q2 2026: 11 shares worth $836. The stake represents ﹤0.01% of the portfolio and ranks #608 among its holdings. This is a return to the name: MOTCO previously reported a position in XYZ as recently as Q3 2022.

MOTCO first reported a position in XYZ in Q2 2019 and has held it in 7 quarters since. The position peaked at $5.79M in Q4 2019. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • MOTCO held 11 shares of Block Inc worth $836 as of Q2 2026.
  • Block Inc was a new MOTCO position in Q2 2026.
  • Block Inc made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #608 holding.
  • MOTCO first reported a position in Block Inc in Q2 2019 and has held it in 7 quarters since.
  • MOTCO's Block Inc position peaked at $5.79M in Q4 2019.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.