Oregon Public Employees Retirement Fund’s Block Inc XYZ Stock Holding History

Oregon Public Employees Retirement Fund’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	$5M	Buy	65,783 +3,000	+5%	+$211K	0.05%	273
2026 Q1	$3.78M	Buy	62,783 +100	+0.2%	+$6.08K	0.05%	296
2025 Q4	$4.08M	Sell	62,683 -100	-0.2%	-$6.9K	0.05%	271
2025 Q3	$4.54M	Buy	+62,783	New	+$4.7M	0.06%	250
2022 Q1	–	Sell	-7,060	Closed	-$1.14M	–	1705
2021 Q4	$1.14M	Sell	7,060 -68,561	-91%	-$14.9M	0.01%	938
2021 Q3	$18.1M	Sell	75,621 -2,200	-3%	-$565K	0.21%	89
2021 Q2	$19M	Sell	77,821 -1,956	-2%	-$454K	0.21%	88
2021 Q1	$18.1M	Buy	79,777 +266	+0.3%	+$62.2K	0.21%	96
2020 Q4	$17.3M	Buy	+79,511	New	+$15.5M	0.23%	87
2020 Q2	–	Sell	-77,500	Closed	-$4.06M	–	1608
2020 Q1	$4.06M	Buy	+77,500	New	+$5.3M	0.07%	253
2019 Q2	–	Sell	-21,078	Closed	-$1.58M	–	1674
2019 Q1	$1.58M	Sell	21,078 -44,856	-68%	-$3.25M	0.02%	703
2018 Q4	$3.7M	Sell	65,934 -9,538	-13%	-$674K	0.06%	314
2018 Q3	$7.47M	Buy	75,472 +754	+1%	+$58.2K	0.1%	190
2018 Q2	$4.61M	Buy	74,718 +8,944	+14%	+$492K	0.07%	285
2018 Q1	$3.24M	Buy	65,774 +290	+0.4%	+$13.3K	0.05%	409
2017 Q4	$2.27M	Buy	+65,484	New	+$2.4M	0.03%	542

Other funds holding XYZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Oregon Public Employees Retirement Fund's XYZ Position: Q2 2026 in Review

Oregon Public Employees Retirement Fund increased its Block Inc (XYZ) stake by 4.8% in Q2 2026, buying an estimated $211K and bringing the position to 65,783 shares worth $5M. The position accounts for 0.05% of the portfolio, ranked #273.

Oregon Public Employees Retirement Fund first reported a position in XYZ in Q4 2017 and has held it in 16 quarters since. The position peaked at $19M in Q2 2021. 556 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Oregon Public Employees Retirement Fund held 65,783 shares of Block Inc worth $5M as of Q2 2026.
Oregon Public Employees Retirement Fund bought 3,000 Block Inc shares in Q2 2026, an estimated $211K.
Block Inc made up 0.05% of Oregon Public Employees Retirement Fund's portfolio in Q2 2026, its #273 holding.
Oregon Public Employees Retirement Fund first reported a position in Block Inc in Q4 2017 and has held it in 16 quarters since.
Oregon Public Employees Retirement Fund's Block Inc position peaked at $19M in Q2 2021.
556 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Oregon Public Employees Retirement Fund's 13F filing for Q2 2026, filed 29 Jul 2026.