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
Q2 		$43.2K Sell
568
-58
-9% -$4.08K 0.03% 138
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

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 $3.37T AUM 44.26% 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

Osbon Capital Management's XYZ Position: Q2 2026 in Review

Osbon Capital Management reduced its Block Inc (XYZ) stake by 9.3% in Q2 2026, selling an estimated $4.08K and leaving 568 shares worth $43.2K. The position accounts for 0.03% of the portfolio, ranked #138.

Osbon Capital Management first reported a position in XYZ in Q4 2025 and has held it in 3 quarters since. 1,081 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Osbon Capital Management held 568 shares of Block Inc worth $43.2K as of Q2 2026.
  • Osbon Capital Management sold 58 Block Inc shares in Q2 2026, an estimated $4.08K.
  • Block Inc made up 0.03% of Osbon Capital Management's portfolio in Q2 2026, its #138 holding.
  • Osbon Capital Management first reported a position in Block Inc in Q4 2025 and has held it in 3 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.