PCP
XYZ

Proficio Capital Partners’s Block Inc XYZ Stock Holding History

Proficio Capital Partners’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 		$275K Buy
+3,623
New +$255K 0.01% 530
2021
Q4 		– Sell
-1,155
Closed -$277K – 330
2021
Q3 		$277K Buy
1,155
+120
+12% +$30.8K 0.04% 227
2021
Q2 		$252K Buy
1,035
+19
+2% +$4.41K 0.03% 241
2021
Q1 		$231K Buy
+1,016
New +$238K 0.03% 230
2019
Q3 		– Sell
-460
Closed -$33K – 1605
2019
Q2 		$33K Sell
460
-364
-44% -$25.4K 0.01% 511
2019
Q1 		$62K Buy
824
+710
+623% +$51.5K 0.02% 290
2018
Q4 		$6K Sell
114
-32
-22% -$2.26K ﹤0.01% 846
2018
Q3 		$14K Buy
146
+35
+32% +$2.7K ﹤0.01% 717
2018
Q2 		$7K Buy
111
+20
+22% +$1.1K ﹤0.01% 928
2018
Q1 		$4K Hold
91
– – ﹤0.01% 1046
2017
Q4 		$3K Buy
91
+62
+214% +$2.27K ﹤0.01% 1086
2017
Q3 		$1K Hold
29
– – ﹤0.01% 1236
2017
Q2 		$1K Hold
29
– – ﹤0.01% 1237
2017
Q1 		$1K Buy
+29
New +$454 ﹤0.01% 1265
2016
Q2 		– Sell
-71
Closed -$1K – 1193
2016
Q1 		$1K Buy
+71
New +$769 ﹤0.01% 968

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

Proficio Capital Partners's XYZ Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in Block Inc (XYZ) in Q2 2026: 3,623 shares worth $275K. The stake represents 0.01% of the portfolio and ranks #530 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in XYZ as recently as Q3 2021.

Proficio Capital Partners first reported a position in XYZ in Q1 2016 and has held it in 15 quarters since. The position peaked at $277K in Q3 2021. 1,081 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Proficio Capital Partners held 3,623 shares of Block Inc worth $275K as of Q2 2026.
  • Block Inc was a new Proficio Capital Partners position in Q2 2026.
  • Block Inc made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #530 holding.
  • Proficio Capital Partners first reported a position in Block Inc in Q1 2016 and has held it in 15 quarters since.
  • Proficio Capital Partners's Block Inc position peaked at $277K in Q3 2021.
  • 1,081 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.