PIM
XYZ

Plato Investment Management’s Block Inc XYZ Stock Holding History

Plato Investment 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 		$472K Buy
7,835
+4,733
+153% +$288K 0.03% 350
2025
Q4 		$203K Hold
3,102
– – 0.01% 395
2025
Q3 		$222K Sell
3,102
-2,687
-46% -$201K 0.02% 389
2025
Q2 		$392K Sell
5,789
-11,461
-66% -$667K 0.03% 362
2025
Q1 		$947K Buy
17,250
+1,461
+9% +$109K 0.08% 252
2024
Q4 		$1.35M Sell
15,789
-2,727
-15% -$224K 0.1% 211
2024
Q3 		$1.24M Buy
18,516
+2,985
+19% +$193K 0.1% 216
2024
Q2 		$1M Buy
15,531
+984
+7% +$68.8K 0.09% 209
2024
Q1 		$1.23M Buy
14,547
+12,432
+588% +$899K 0.13% 180
2023
Q4 		$164K Buy
+2,115
New +$120K 0.2% 118

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

Plato Investment Management's XYZ Position: Q1 2026 in Review

Plato Investment Management increased its Block Inc (XYZ) stake by 153% in Q1 2026, buying an estimated $288K and bringing the position to 7,835 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #350.

Plato Investment Management first reported a position in XYZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.35M in Q4 2024. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Plato Investment Management held 7,835 shares of Block Inc worth $472K as of Q1 2026.
  • Plato Investment Management bought 4,733 Block Inc shares in Q1 2026, an estimated $288K.
  • Block Inc made up 0.03% of Plato Investment Management's portfolio in Q1 2026, its #350 holding.
  • Plato Investment Management first reported a position in Block Inc in Q4 2023 and has held it in 10 quarters since.
  • Plato Investment Management's Block Inc position peaked at $1.35M in Q4 2024.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.