PCM
XYZ

Palisade Capital Management’s Block Inc XYZ Stock Holding History

Palisade 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 		$2.2M Sell
36,627
-600
-2% -$36.5K 0.07% 212
2025
Q4 		$2.42M Sell
37,227
-1,427
-4% -$98.4K 0.07% 220
2025
Q3 		$2.79M Hold
38,654
– – 0.08% 228
2025
Q2 		$2.63M Sell
38,654
-1,450
-4% -$84.4K 0.07% 216
2025
Q1 		$2.18M Buy
40,104
+1,450
+4% +$108K 0.06% 225
2024
Q4 		$3.29M Sell
38,654
-300
-0.8% -$24.6K 0.09% 193
2024
Q3 		$2.61M Hold
38,954
– – 0.07% 219
2024
Q2 		$2.51M Hold
38,954
– – 0.07% 221
2024
Q1 		$3.29M Sell
38,954
-11,400
-23% -$825K 0.09% 191
2023
Q4 		$3.89M Sell
50,354
-1,750
-3% -$98.9K 0.1% 183
2023
Q3 		$2.31M Buy
52,104
+550
+1% +$34.1K 0.06% 219
2023
Q2 		$3.43M Hold
51,554
– – 0.09% 194
2023
Q1 		$3.54M Sell
51,554
-100
-0.2% -$7.49K 0.1% 206
2022
Q4 		$3.25M Sell
51,654
-2,400
-4% -$148K 0.09% 221
2022
Q3 		$2.97M Hold
54,054
– – 0.08% 228
2022
Q2 		$3.32M Buy
54,054
+100
+0.2% +$9.14K 0.09% 221
2022
Q1 		$7.32M Hold
53,954
– – 0.17% 168
2021
Q4 		$8.71M Buy
53,954
+325
+0.6% +$70.4K 0.18% 160
2021
Q3 		$12.9M Buy
53,629
+90
+0.2% +$23.1K 0.28% 109
2021
Q2 		$13.1M Sell
53,539
-150
-0.3% -$34.8K 0.29% 111
2021
Q1 		$12.2M Buy
53,689
+475
+0.9% +$111K 0.29% 116
2020
Q4 		$11.6M Buy
53,214
+2,150
+4% +$419K 0.3% 111
2020
Q3 		$8.3M Buy
51,064
+100
+0.2% +$14.1K 0.25% 133
2020
Q2 		$5.35M Sell
50,964
-150
-0.3% -$11.5K 0.17% 184
2020
Q1 		$2.68M Buy
51,114
+3,200
+7% +$219K 0.09% 251
2019
Q4 		$3M Buy
47,914
+2,199
+5% +$141K 0.09% 264
2019
Q3 		$2.83M Buy
+45,715
New +$3.11M 0.09% 259
2017
Q1 		– Sell
-38,000
Closed -$518K – 467
2016
Q4 		$518K Buy
+38,000
New +$473K 0.02% 393

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

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

Palisade Capital Management reduced its Block Inc (XYZ) stake by 1.6% in Q1 2026, selling an estimated $36.5K and leaving 36,627 shares worth $2.2M. The position accounts for 0.07% of the portfolio, ranked #212.

Palisade Capital Management first reported a position in XYZ in Q4 2016 and has held it in 28 quarters since. The position peaked at $13.1M in Q2 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Palisade Capital Management held 36,627 shares of Block Inc worth $2.2M as of Q1 2026.
  • Palisade Capital Management sold 600 Block Inc shares in Q1 2026, an estimated $36.5K.
  • Block Inc made up 0.07% of Palisade Capital Management's portfolio in Q1 2026, its #212 holding.
  • Palisade Capital Management first reported a position in Block Inc in Q4 2016 and has held it in 28 quarters since.
  • Palisade Capital Management's Block Inc position peaked at $13.1M in Q2 2021.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

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