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
Q2 		$1.56M Buy
20,533
+1,351
+7% +$95K 0.01% 1160
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

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

&Partners's XYZ Position: Q2 2026 in Review

&Partners increased its Block Inc (XYZ) stake by 7% in Q2 2026, buying an estimated $95K and bringing the position to 20,533 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #1160.

&Partners first reported a position in XYZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.53M in Q3 2025. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • &Partners held 20,533 shares of Block Inc worth $1.56M as of Q2 2026.
  • &Partners bought 1,351 Block Inc shares in Q2 2026, an estimated $95K.
  • Block Inc made up 0.01% of &Partners's portfolio in Q2 2026, its #1160 holding.
  • &Partners first reported a position in Block Inc in Q4 2023 and has held it in 11 quarters since.
  • &Partners's Block Inc position peaked at $2.53M in Q3 2025.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.