OWCM
XYZ

One Wealth Capital Management’s Block Inc XYZ Stock Holding History

One Wealth Capital 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 		$460K Buy
6,051
+3,120
+106% +$219K 0.13% 116
2026
Q1 		$204K Buy
+2,931
New +$178K 0.09% 118

Other funds holding XYZ

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

One Wealth Capital Management's XYZ Position: Q2 2026 in Review

One Wealth Capital Management increased its Block Inc (XYZ) stake by 106% in Q2 2026, buying an estimated $219K and bringing the position to 6,051 shares worth $460K. The position accounts for 0.13% of the portfolio, ranked #116.

One Wealth Capital Management first reported a position in XYZ in Q1 2026 and has held it in 2 quarters since. 407 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • One Wealth Capital Management held 6,051 shares of Block Inc worth $460K as of Q2 2026.
  • One Wealth Capital Management bought 3,120 Block Inc shares in Q2 2026, an estimated $219K.
  • Block Inc made up 0.13% of One Wealth Capital Management's portfolio in Q2 2026, its #116 holding.
  • One Wealth Capital Management first reported a position in Block Inc in Q1 2026 and has held it in 2 quarters since.
  • 407 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.