PFM
XYZ

Patton Fund Management’s Block Inc XYZ Stock Holding History

Patton Fund 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 		– Sell
-4,010
Closed -$241K – 486
2026
Q1 		$241K Buy
4,010
+336
+9% +$20.4K 0.04% 323
2025
Q4 		$239K Buy
3,674
+288
+9% +$19.9K 0.03% 148
2025
Q3 		$245K Buy
+3,386
New +$253K 0.04% 288

Other funds holding XYZ

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Patton Fund Management's XYZ Position: Q2 2026 in Review

Patton Fund Management sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 4,010 shares — an estimated $241K sold.

Patton Fund Management first reported a position in XYZ in Q3 2025 and held it in 3 quarters. The position peaked at $245K in Q3 2025. 182 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Patton Fund Management reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
  • Patton Fund Management sold 4,010 Block Inc shares in Q2 2026, an estimated $241K.
  • Patton Fund Management first reported a position in Block Inc in Q3 2025 and held it in 3 quarters.
  • Patton Fund Management's Block Inc position peaked at $245K in Q3 2025.
  • 182 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.