PS
XYZ

Principal Securities’s Block Inc XYZ Stock Holding History

Principal Securities’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 		$817K Buy
13,569
+106
+0.8% +$6.45K 0.01% 795
2025
Q4 		$876K Buy
13,463
+1,335
+11% +$92.1K 0.01% 735
2025
Q3 		$876K Buy
12,128
+1,193
+11% +$89.3K 0.01% 704
2025
Q2 		$743K Buy
10,935
+4,616
+73% +$269K 0.01% 705
2025
Q1 		$537K Buy
6,319
+164
+3% +$12.2K 0.01% 743
2024
Q4 		$523K Buy
6,155
+149
+2% +$12.2K 0.01% 750
2024
Q3 		$403K Buy
6,006
+295
+5% +$19.1K 0.01% 837
2024
Q2 		$368K Sell
5,711
-622
-10% -$43.5K 0.01% 815
2024
Q1 		$536K Sell
6,333
-282
-4% -$20.4K 0.02% 635
2023
Q4 		$512K Buy
+6,615
New +$374K 0.02% 592

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

Principal Securities's XYZ Position: Q1 2026 in Review

Principal Securities increased its Block Inc (XYZ) stake by 0.79% in Q1 2026, buying an estimated $6.45K and bringing the position to 13,569 shares worth $817K. The position accounts for 0.01% of the portfolio, ranked #795.

Principal Securities first reported a position in XYZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $876K in Q3 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Principal Securities held 13,569 shares of Block Inc worth $817K as of Q1 2026.
  • Principal Securities bought 106 Block Inc shares in Q1 2026, an estimated $6.45K.
  • Block Inc made up 0.01% of Principal Securities's portfolio in Q1 2026, its #795 holding.
  • Principal Securities first reported a position in Block Inc in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Block Inc position peaked at $876K in Q3 2025.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.