RG
XYZ

Rathbones Group’s Block Inc XYZ Stock Holding History

Rathbones Group’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 		$538K Sell
8,940
-20,951
-70% -$1.27M ﹤0.01% 442
2025
Q4 		$1.95M Buy
29,891
+2,021
+7% +$139K 0.01% 300
2025
Q3 		$2.01M Sell
27,870
-288
-1% -$21.6K 0.01% 288
2025
Q2 		$1.91M Buy
28,158
+849
+3% +$49.4K 0.01% 291
2025
Q1 		$1.48M Buy
27,309
+10,825
+66% +$808K 0.01% 301
2024
Q4 		$1.4M Sell
16,484
-829
-5% -$68K 0.01% 307
2024
Q3 		$1.16M Sell
17,313
-43
-0.2% -$2.78K 0.01% 316
2024
Q2 		$1.12M Sell
17,356
-477
-3% -$33.4K 0.01% 316
2024
Q1 		$1.51M Buy
17,833
+230
+1% +$16.6K 0.01% 283
2023
Q4 		$1.36M Buy
17,603
+499
+3% +$28.2K 0.01% 288
2023
Q3 		$757K Buy
17,104
+6,912
+68% +$428K 0.01% 342
2023
Q2 		$678K Sell
10,192
-222
-2% -$13.9K 0.01% 270
2023
Q1 		$715K Sell
10,414
-1,710
-14% -$128K 0.01% 274
2022
Q4 		$762K Sell
12,124
-7
-0.1% -$432 0.01% 265
2022
Q3 		$667K Sell
12,131
-2,300
-16% -$163K 0.01% 263
2022
Q2 		$887K Buy
14,431
+1,533
+12% +$140K 0.01% 257
2022
Q1 		$1.75M Buy
12,898
+645
+5% +$78.1K 0.02% 220
2021
Q4 		$1.98M Buy
12,253
+3,250
+36% +$704K 0.02% 208
2021
Q3 		$2.16M Sell
9,003
-2,848
-24% -$732K 0.02% 199
2021
Q2 		$2.89M Buy
11,851
+4,728
+66% +$1.1M 0.03% 185
2021
Q1 		$1.62M Buy
7,123
+3,478
+95% +$814K 0.02% 211
2020
Q4 		$793K Buy
3,645
+688
+23% +$134K 0.01% 245
2020
Q3 		$481K Buy
2,957
+472
+19% +$66.6K 0.01% 264
2020
Q2 		$261K Buy
+2,485
New +$190K 0.01% 306

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

Rathbones Group's XYZ Position: Q1 2026 in Review

Rathbones Group reduced its Block Inc (XYZ) stake by 70% in Q1 2026, selling an estimated $1.27M and leaving 8,940 shares worth $538K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Rathbones Group first reported a position in XYZ in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.89M in Q2 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Rathbones Group held 8,940 shares of Block Inc worth $538K as of Q1 2026.
  • Rathbones Group sold 20,951 Block Inc shares in Q1 2026, an estimated $1.27M.
  • Block Inc made up ﹤0.01% of Rathbones Group's portfolio in Q1 2026, its #442 holding.
  • Rathbones Group first reported a position in Block Inc in Q2 2020 and has held it in 24 quarters since.
  • Rathbones Group's Block Inc position peaked at $2.89M in Q2 2021.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Rathbones Group's 13F filing for Q1 2026, filed 12 May 2026.