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
Q2 		$1.09M Buy
14,329
+760
+6% +$53.4K 0.01% 754
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Principal Securities's XYZ Position: Q2 2026 in Review

Principal Securities increased its Block Inc (XYZ) stake by 5.6% in Q2 2026, buying an estimated $53.4K and bringing the position to 14,329 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #754.

Principal Securities first reported a position in XYZ in Q4 2023 and has held it in 11 quarters since. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Principal Securities held 14,329 shares of Block Inc worth $1.09M as of Q2 2026.
  • Principal Securities bought 760 Block Inc shares in Q2 2026, an estimated $53.4K.
  • Block Inc made up 0.01% of Principal Securities's portfolio in Q2 2026, its #754 holding.
  • Principal Securities first reported a position in Block Inc in Q4 2023 and has held it in 11 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.