Osaic Holdings
XYZ icon

Osaic Holdings’s Block Inc XYZ Stock Holding History

Osaic Holdings’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
2024
Q4 		– Sell
-25
Closed -$830 – 7691
2024
Q3 		$830 Buy
25
+20
+400% +$1.29K ﹤0.01% 6892
2024
Q2 		$770 Hold
5
– – ﹤0.01% 6878
2024
Q1 		$1.26K Buy
+5
New +$362 ﹤0.01% 6623
2022
Q2 		– Sell
-4
Closed -$1K – 7649
2022
Q1 		$1K Buy
+4
New +$484 ﹤0.01% 7139

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

Osaic Holdings's XYZ Position: Q2 2026 in Review

Osaic Holdings increased its Block Inc (XYZ) stake by 4.8% in Q2 2026, buying an estimated $255K and bringing the position to 79,125 shares worth $6.01M. The position accounts for 0.01% of the portfolio, ranked #1389.

Osaic Holdings first reported a position in XYZ in Q1 2020 and has held it in 26 quarters since. The position peaked at $66.8M in Q1 2021. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Osaic Holdings held 79,125 shares of Block Inc worth $6.01M as of Q2 2026.
  • Osaic Holdings bought 3,627 Block Inc shares in Q2 2026, an estimated $255K.
  • Block Inc made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1389 holding.
  • Osaic Holdings first reported a position in Block Inc in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Block Inc position peaked at $66.8M in Q1 2021.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.