Pathstone Holdings’s Block Inc XYZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,000
Closed -$15.4K 2356
2025
Q1
$15.4K Buy
+1,000
New +$74.6K ﹤0.01% 2210
2024
Q4
Sell
-1,000
Closed -$23.3K 2416
2024
Q3
$23.3K Hold
1,000
﹤0.01% 2316
2024
Q2
$226 Buy
+1,000
New +$70K ﹤0.01% 2310

Other funds holding XYZ

Pathstone Holdings's XYZ Position: Q1 2026 in Review

Pathstone Holdings increased its Block Inc (XYZ) stake by 15% in Q1 2026, buying an estimated $923K and bringing the position to 114,567 shares worth $6.89M. The position accounts for 0.03% of the portfolio, ranked #462.

Pathstone Holdings first reported a position in XYZ in Q4 2023 and has held it in 10 quarters since. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Pathstone Holdings held 114,567 shares of Block Inc worth $6.89M as of Q1 2026.
  • Pathstone Holdings bought 15,182 Block Inc shares in Q1 2026, an estimated $923K.
  • Block Inc made up 0.03% of Pathstone Holdings's portfolio in Q1 2026, its #462 holding.
  • Pathstone Holdings first reported a position in Block Inc in Q4 2023 and has held it in 10 quarters since.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.