NIM
XYZ

NEOS Investment Management’s Block Inc XYZ Stock Holding History

NEOS Investment Management’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
Q1 		$4.73M Buy
78,591
+1,678
+2% +$102K 0.02% 343
2025
Q4 		$5.01M Buy
76,913
+14,537
+23% +$1M 0.03% 331
2025
Q3 		$4.51M Buy
+62,376
New +$4.67M 0.03% 315

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NEOS Investment Management's XYZ Position: Q1 2026 in Review

NEOS Investment Management increased its Block Inc (XYZ) stake by 2.2% in Q1 2026, buying an estimated $102K and bringing the position to 78,591 shares worth $4.73M. The position accounts for 0.02% of the portfolio, ranked #343.

NEOS Investment Management first reported a position in XYZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.01M in Q4 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • NEOS Investment Management held 78,591 shares of Block Inc worth $4.73M as of Q1 2026.
  • NEOS Investment Management bought 1,678 Block Inc shares in Q1 2026, an estimated $102K.
  • Block Inc made up 0.02% of NEOS Investment Management's portfolio in Q1 2026, its #343 holding.
  • NEOS Investment Management first reported a position in Block Inc in Q3 2025 and has held it in 3 quarters since.
  • NEOS Investment Management's Block Inc position peaked at $5.01M in Q4 2025.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on NEOS Investment Management's 13F filing for Q1 2026, filed 15 May 2026.