NPT
XYZ

National Philanthropic Trust’s Block Inc XYZ Stock Holding History

National Philanthropic Trust’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 		$214K Buy
+2,813
New +$198K ﹤0.01% 383
2025
Q4 		– Sell
-2,813
Closed -$203K – 413
2025
Q3 		$203K Buy
+2,813
New +$211K ﹤0.01% 308
2025
Q1 		– Sell
-2,629
Closed -$223K – 291
2024
Q4 		$223K Sell
2,629
-8,132
-76% -$667K ﹤0.01% 254
2024
Q3 		$722K Sell
10,761
-245
-2% -$15.8K 0.01% 171
2024
Q2 		$710K Hold
11,006
– – 0.01% 175
2024
Q1 		$931K Sell
11,006
-120
-1% -$8.68K 0.02% 162
2023
Q4 		$861K Buy
+11,126
New +$629K 0.02% 175

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

National Philanthropic Trust's XYZ Position: Q2 2026 in Review

National Philanthropic Trust opened a new position in Block Inc (XYZ) in Q2 2026: 2,813 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #383 among its holdings. This is a return to the name: National Philanthropic Trust previously reported a position in XYZ as recently as Q3 2025.

National Philanthropic Trust first reported a position in XYZ in Q4 2023 and has held it in 7 quarters since. The position peaked at $931K in Q1 2024. 1,012 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • National Philanthropic Trust held 2,813 shares of Block Inc worth $214K as of Q2 2026.
  • Block Inc was a new National Philanthropic Trust position in Q2 2026.
  • Block Inc made up ﹤0.01% of National Philanthropic Trust's portfolio in Q2 2026, its #383 holding.
  • National Philanthropic Trust first reported a position in Block Inc in Q4 2023 and has held it in 7 quarters since.
  • National Philanthropic Trust's Block Inc position peaked at $931K in Q1 2024.
  • 1,012 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.