OCM
XYZ

Osbon Capital Management’s Block Inc XYZ Stock Holding History

Osbon 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
Q1 		$37.7K Sell
626
-34
-5% -$2.07K 0.03% 175
2025
Q4 		$43K Buy
+660
New +$45.5K 0.04% 125

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

Osbon Capital Management's XYZ Position: Q1 2026 in Review

Osbon Capital Management reduced its Block Inc (XYZ) stake by 5.2% in Q1 2026, selling an estimated $2.07K and leaving 626 shares worth $37.7K. The position accounts for 0.03% of the portfolio, ranked #175.

Osbon Capital Management first reported a position in XYZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $43K in Q4 2025. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Osbon Capital Management held 626 shares of Block Inc worth $37.7K as of Q1 2026.
  • Osbon Capital Management sold 34 Block Inc shares in Q1 2026, an estimated $2.07K.
  • Block Inc made up 0.03% of Osbon Capital Management's portfolio in Q1 2026, its #175 holding.
  • Osbon Capital Management first reported a position in Block Inc in Q4 2025 and has held it in 2 quarters since.
  • Osbon Capital Management's Block Inc position peaked at $43K in Q4 2025.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.