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
Q2 		$6.75M Buy
88,876
+10,285
+13% +$723K 0.02% 315
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

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

NEOS Investment Management's XYZ Position: Q2 2026 in Review

NEOS Investment Management increased its Block Inc (XYZ) stake by 13% in Q2 2026, buying an estimated $723K and bringing the position to 88,876 shares worth $6.75M. The position accounts for 0.02% of the portfolio, ranked #315.

NEOS Investment Management first reported a position in XYZ in Q3 2025 and has held it in 4 quarters since. 1,081 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • NEOS Investment Management held 88,876 shares of Block Inc worth $6.75M as of Q2 2026.
  • NEOS Investment Management bought 10,285 Block Inc shares in Q2 2026, an estimated $723K.
  • Block Inc made up 0.02% of NEOS Investment Management's portfolio in Q2 2026, its #315 holding.
  • NEOS Investment Management first reported a position in Block Inc in Q3 2025 and has held it in 4 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.