PCIA
XYZ

Prime Capital Investment Advisors’s Block Inc XYZ Stock Holding History

Prime Capital Investment Advisors’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
2019
Q3 		– Sell
-600
Closed -$44K – 640
2019
Q2 		$44K Buy
+600
New +$41.9K 0.01% 254

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Prime Capital Investment Advisors's XYZ Position: Q2 2026 in Review

Prime Capital Investment Advisors opened a new position in Block Inc (XYZ) in Q2 2026: 2,995 shares worth $228K. The stake represents ﹤0.01% of the portfolio and ranks #976 among its holdings. This is a return to the name: Prime Capital Investment Advisors previously reported a position in XYZ as recently as Q3 2025.

Prime Capital Investment Advisors first reported a position in XYZ in Q4 2018 and has held it in 28 quarters since. The position peaked at $5.2M in Q1 2019. 556 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Prime Capital Investment Advisors held 2,995 shares of Block Inc worth $228K as of Q2 2026.
  • Block Inc was a new Prime Capital Investment Advisors position in Q2 2026.
  • Block Inc made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #976 holding.
  • Prime Capital Investment Advisors first reported a position in Block Inc in Q4 2018 and has held it in 28 quarters since.
  • Prime Capital Investment Advisors's Block Inc position peaked at $5.2M in Q1 2019.
  • 556 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.