NP
XYZ

NorthRock Partners’s Block Inc XYZ Stock Holding History

NorthRock Partners’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 		$730K Buy
9,610
+2,904
+43% +$204K 0.01% 363
2026
Q1 		$404K Buy
6,706
+370
+6% +$22.5K 0.01% 451
2025
Q4 		$412K Sell
6,336
-2,936
-32% -$203K 0.01% 406
2025
Q3 		$670K Buy
9,272
+672
+8% +$50.3K 0.01% 444
2025
Q2 		$584K Buy
8,600
+4,023
+88% +$234K 0.02% 365
2025
Q1 		$249K Buy
4,577
+1,029
+29% +$76.8K 0.01% 507
2024
Q4 		$302K Sell
3,548
-2,931
-45% -$240K 0.01% 469
2024
Q3 		$435K Buy
6,479
+223
+4% +$14.4K 0.01% 402
2024
Q2 		$403K Buy
6,256
+161
+3% +$11.3K 0.02% 397
2024
Q1 		$516K Sell
6,095
-17
-0.3% -$1.23K 0.02% 344
2023
Q4 		$473K Buy
+6,112
New +$346K 0.02% 337
2020
Q3 		– Sell
-2,964
Closed -$311K – 237
2020
Q2 		$311K Buy
+2,964
New +$227K 0.04% 156

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

NorthRock Partners's XYZ Position: Q2 2026 in Review

NorthRock Partners increased its Block Inc (XYZ) stake by 43% in Q2 2026, buying an estimated $204K and bringing the position to 9,610 shares worth $730K. The position accounts for 0.01% of the portfolio, ranked #363.

NorthRock Partners first reported a position in XYZ in Q2 2020 and has held it in 12 quarters since. 1,081 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • NorthRock Partners held 9,610 shares of Block Inc worth $730K as of Q2 2026.
  • NorthRock Partners bought 2,904 Block Inc shares in Q2 2026, an estimated $204K.
  • Block Inc made up 0.01% of NorthRock Partners's portfolio in Q2 2026, its #363 holding.
  • NorthRock Partners first reported a position in Block Inc in Q2 2020 and has held it in 12 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.