OL
XYZ

Optas LLC’s Block Inc XYZ Stock Holding History

Optas LLC’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 		$4.28M Buy
56,337
+261
+0.5% +$18.3K 0.6% 24
2026
Q1 		$3.37M Buy
56,076
+384
+0.7% +$23.3K 0.51% 23
2025
Q4 		$3.62M Sell
55,692
-3,121
-5% -$215K 0.57% 24
2025
Q3 		$4.25M Buy
58,813
+119
+0.2% +$8.91K 0.72% 26
2025
Q2 		$3.99M Sell
58,694
-463
-0.8% -$26.9K 0.76% 25
2025
Q1 		$3.21M Buy
59,157
+422
+0.7% +$31.5K 0.56% 29
2024
Q4 		$4.99M Sell
58,735
-3,269
-5% -$268K 1.08% 20
2024
Q3 		$4.16M Buy
62,004
+5,152
+9% +$333K 0.96% 22
2024
Q2 		$3.67M Buy
56,852
+41
+0.1% +$2.87K 0.94% 23
2024
Q1 		$4.81M Buy
56,811
+46
+0.1% +$3.33K 1.31% 17
2023
Q4 		$4.39M Buy
56,765
+118
+0.2% +$6.67K 1.32% 18
2023
Q3 		$2.51M Buy
56,647
+1,060
+2% +$65.6K 0.84% 23
2023
Q2 		$3.7M Sell
55,587
-252
-0.5% -$15.7K 1.24% 17
2023
Q1 		$3.83M Buy
55,839
+65
+0.1% +$4.87K 1.37% 17
2022
Q4 		$3.5M Sell
55,774
-116
-0.2% -$7.16K 1.45% 10
2022
Q3 		$3.07M Sell
55,890
-1,042
-2% -$73.8K 1.35% 11
2022
Q2 		$3.5M Buy
56,932
+333
+0.6% +$30.4K 1.43% 10
2022
Q1 		$7.67M Buy
56,599
+54
+0.1% +$6.54K 2.51% 9
2021
Q4 		$9.13M Sell
56,545
-602
-1% -$130K 2.59% 11
2021
Q3 		$13.7M Sell
57,147
-4,040
-7% -$1.04M 3.98% 8
2021
Q2 		$14.9M Buy
61,187
+92
+0.2% +$21.3K 4.26% 8
2021
Q1 		$13.9M Buy
61,095
+124
+0.2% +$29K 4.35% 7
2020
Q4 		$13.3M Sell
60,971
-9,382
-13% -$1.83M 4.27% 7
2020
Q3 		$11.4M Sell
70,353
-16,074
-19% -$2.27M 3.49% 8
2020
Q2 		$9.07M Sell
86,427
-2,988
-3% -$229K 3.68% 7
2020
Q1 		$4.68M Sell
89,415
-2,977
-3% -$204K 2.33% 12
2019
Q4 		$5.78M Buy
+92,392
New +$5.9M 2.23% 10

Other funds holding XYZ

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
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Optas LLC's XYZ Position: Q2 2026 in Review

Optas LLC increased its Block Inc (XYZ) stake by 0.47% in Q2 2026, buying an estimated $18.3K and bringing the position to 56,337 shares worth $4.28M. The position accounts for 0.6% of the portfolio, ranked #24.

Optas LLC first reported a position in XYZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $14.9M in Q2 2021. 226 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Optas LLC held 56,337 shares of Block Inc worth $4.28M as of Q2 2026.
  • Optas LLC bought 261 Block Inc shares in Q2 2026, an estimated $18.3K.
  • Block Inc made up 0.6% of Optas LLC's portfolio in Q2 2026, its #24 holding.
  • Optas LLC first reported a position in Block Inc in Q4 2019 and has held it in 27 quarters since.
  • Optas LLC's Block Inc position peaked at $14.9M in Q2 2021.
  • 226 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.