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XYZ icon

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
Q3 		$809 Hold
11
– – ﹤0.01% 660
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

MOTCO's XYZ Position: Q3 2026 in Review

MOTCO held its Block Inc (XYZ) position steady in Q3 2026 at 11 shares worth $809. The position accounts for ﹤0.01% of the portfolio, ranked #660.

MOTCO first reported a position in XYZ in Q2 2019 and has held it in 8 quarters since. The position peaked at $5.79M in Q4 2019. 641 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • MOTCO held 11 shares of Block Inc worth $809 as of Q3 2026.
  • MOTCO left its Block Inc share count unchanged in Q3 2026.
  • Block Inc made up ﹤0.01% of MOTCO's portfolio in Q3 2026, its #660 holding.
  • MOTCO first reported a position in Block Inc in Q2 2019 and has held it in 8 quarters since.
  • MOTCO's Block Inc position peaked at $5.79M in Q4 2019.
  • 641 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.