NYLIM
XYZ

New York Life Investment Management’s Block Inc XYZ Stock Holding History

New York Life 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 		$5.67M Sell
74,640
-1,518
-2% -$107K 0.04% 324
2026
Q1 		$4.58M Buy
76,158
+984
+1% +$59.8K 0.04% 340
2025
Q4 		$4.89M Buy
75,174
+460
+0.6% +$31.7K 0.04% 325
2025
Q3 		$5.4M Buy
+74,714
New +$5.59M 0.05% 320
2025
Q1 		– Sell
-2,495
Closed -$212K – 852
2024
Q4 		$212K Buy
+2,495
New +$205K ﹤0.01% 812
2024
Q2 		– Sell
-2,529
Closed -$214K – 1351
2024
Q1 		$214K Sell
2,529
-194
-7% -$14K ﹤0.01% 1313
2023
Q4 		$211K Sell
2,723
-2,903
-52% -$164K ﹤0.01% 1290
2023
Q3 		$249K Buy
5,626
+528
+10% +$32.7K ﹤0.01% 1241
2023
Q2 		$339K Sell
5,098
-5,508
-52% -$344K ﹤0.01% 1186
2023
Q1 		$728K Sell
10,606
-33
-0.3% -$2.47K 0.01% 627
2022
Q4 		$669K Buy
10,639
+390
+4% +$24.1K 0.01% 707
2022
Q3 		$563K Buy
10,249
+720
+8% +$51K 0.01% 687
2022
Q2 		$586K Buy
+9,529
New +$871K 0.01% 676

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York Life Investment Management's XYZ Position: Q2 2026 in Review

New York Life Investment Management reduced its Block Inc (XYZ) stake by 2% in Q2 2026, selling an estimated $107K and leaving 74,640 shares worth $5.67M. The position accounts for 0.04% of the portfolio, ranked #324.

New York Life Investment Management first reported a position in XYZ in Q2 2022 and has held it in 13 quarters since. 749 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • New York Life Investment Management held 74,640 shares of Block Inc worth $5.67M as of Q2 2026.
  • New York Life Investment Management sold 1,518 Block Inc shares in Q2 2026, an estimated $107K.
  • Block Inc made up 0.04% of New York Life Investment Management's portfolio in Q2 2026, its #324 holding.
  • New York Life Investment Management first reported a position in Block Inc in Q2 2022 and has held it in 13 quarters since.
  • 749 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.