P
XYZ

&Partners’s Block Inc XYZ Stock Holding History

&Partners’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 		$1.16M Sell
19,182
-15,769
-45% -$959K 0.01% 1214
2025
Q4 		$2.27M Sell
34,951
-304
-0.9% -$21K 0.01% 807
2025
Q3 		$2.53M Buy
35,255
+3,614
+11% +$271K 0.02% 659
2025
Q2 		$2.16M Buy
31,641
+8,674
+38% +$505K 0.02% 635
2025
Q1 		$1.27M Buy
22,967
+3,719
+19% +$278K 0.01% 728
2024
Q4 		$1.77M Buy
19,248
+4,343
+29% +$356K 0.02% 548
2024
Q3 		$1.01M Buy
14,905
+2,896
+24% +$187K 0.02% 568
2024
Q2 		$774K Buy
12,009
+3,368
+39% +$236K 0.03% 409
2024
Q1 		$731K Buy
8,641
+659
+8% +$47.7K 0.1% 203
2023
Q4 		$549K Buy
+7,982
New +$451K 0.13% 146

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

&Partners's XYZ Position: Q1 2026 in Review

&Partners reduced its Block Inc (XYZ) stake by 45% in Q1 2026, selling an estimated $959K and leaving 19,182 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #1214.

&Partners first reported a position in XYZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.53M in Q3 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • &Partners held 19,182 shares of Block Inc worth $1.16M as of Q1 2026.
  • &Partners sold 15,769 Block Inc shares in Q1 2026, an estimated $959K.
  • Block Inc made up 0.01% of &Partners's portfolio in Q1 2026, its #1214 holding.
  • &Partners first reported a position in Block Inc in Q4 2023 and has held it in 10 quarters since.
  • &Partners's Block Inc position peaked at $2.53M in Q3 2025.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.