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
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

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

NorthRock Partners's XYZ Position: Q1 2026 in Review

NorthRock Partners increased its Block Inc (XYZ) stake by 5.8% in Q1 2026, buying an estimated $22.5K and bringing the position to 6,706 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #451.

NorthRock Partners first reported a position in XYZ in Q2 2020 and has held it in 11 quarters since. The position peaked at $670K in Q3 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • NorthRock Partners held 6,706 shares of Block Inc worth $404K as of Q1 2026.
  • NorthRock Partners bought 370 Block Inc shares in Q1 2026, an estimated $22.5K.
  • Block Inc made up 0.01% of NorthRock Partners's portfolio in Q1 2026, its #451 holding.
  • NorthRock Partners first reported a position in Block Inc in Q2 2020 and has held it in 11 quarters since.
  • NorthRock Partners's Block Inc position peaked at $670K in Q3 2025.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.