Rakuten Investment Management’s Block Inc XYZ Stock Holding History

Rakuten 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	$4.64M	Buy	81,279 +9,153	+13%	+$557K	0.01%	267
2025 Q4	$4.75M	Buy	72,126 +71,672	+15,787%	+$4.94M	0.02%	284
2025 Q3	$10.8K	Buy	+454	New	+$34K	﹤0.01%	628
2025 Q1	$848K	Buy	+15,320	New	+$1.14M	﹤0.01%	519
2024 Q3	$682K	Buy	10,181 +2,545	+33%	+$164K	﹤0.01%	402
2024 Q2	$484K	Buy	7,636 +2,846	+59%	+$199K	﹤0.01%	399
2024 Q1	$405K	Buy	4,790 +4,396	+1,116%	+$318K	﹤0.01%	362
2023 Q4	$31.3K	Buy	+394	New	+$22.3K	﹤0.01%	374

Other funds holding XYZ

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Rakuten Investment Management increased its Block Inc (XYZ) stake by 13% in Q1 2026, buying an estimated $557K and bringing the position to 81,279 shares worth $4.64M. The position accounts for 0.01% of the portfolio, ranked #267.

Rakuten Investment Management first reported a position in XYZ in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.75M in Q4 2025. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

Rakuten Investment Management held 81,279 shares of Block Inc worth $4.64M as of Q1 2026.
Rakuten Investment Management bought 9,153 Block Inc shares in Q1 2026, an estimated $557K.
Block Inc made up 0.01% of Rakuten Investment Management's portfolio in Q1 2026, its #267 holding.
Rakuten Investment Management first reported a position in Block Inc in Q4 2023 and has held it in 8 quarters since.
Rakuten Investment Management's Block Inc position peaked at $4.75M in Q4 2025.
987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.