OFI Invest Asset Management
XYZ icon

OFI Invest Asset Management’s Block Inc XYZ Stock Holding History

OFI Invest Asset 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 		$8.24M Hold
124,000
– – 0.08% 144
2026
Q1 		$6.48M Buy
+124,000
New +$7.54M 0.09% 148
2023
Q4 		– Sell
-518
Closed -$21.7K – 307
2023
Q3 		$21.7K Buy
+518
New +$32.1K ﹤0.01% 274

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 $3.38T AUM 44.17% 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

OFI Invest Asset Management's XYZ Position: Q2 2026 in Review

OFI Invest Asset Management held its Block Inc (XYZ) position steady in Q2 2026 at 124,000 shares worth $8.24M. The position accounts for 0.08% of the portfolio, ranked #144.

OFI Invest Asset Management first reported a position in XYZ in Q3 2023 and has held it in 3 quarters since. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • OFI Invest Asset Management held 124,000 shares of Block Inc worth $8.24M as of Q2 2026.
  • OFI Invest Asset Management left its Block Inc share count unchanged in Q2 2026.
  • Block Inc made up 0.08% of OFI Invest Asset Management's portfolio in Q2 2026, its #144 holding.
  • OFI Invest Asset Management first reported a position in Block Inc in Q3 2023 and has held it in 3 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on OFI Invest Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.