Osaic Holdings
XYZ

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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings's XYZ Position: Q1 2026 in Review

Osaic Holdings increased its Block Inc (XYZ) stake by 8.2% in Q1 2026, buying an estimated $349K and bringing the position to 75,498 shares worth $4.54M. The position accounts for 0.01% of the portfolio, ranked #1425.

Osaic Holdings first reported a position in XYZ in Q1 2020 and has held it in 25 quarters since. The position peaked at $66.8M in Q1 2021. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Osaic Holdings held 75,498 shares of Block Inc worth $4.54M as of Q1 2026.
  • Osaic Holdings bought 5,733 Block Inc shares in Q1 2026, an estimated $349K.
  • Block Inc made up 0.01% of Osaic Holdings's portfolio in Q1 2026, its #1425 holding.
  • Osaic Holdings first reported a position in Block Inc in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Block Inc position peaked at $66.8M in Q1 2021.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.