Resona Asset Management’s Block Inc XYZ Stock Holding History

Resona Asset 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	$10M	Buy	167,839 +1,972	+1%	+$120K	0.05%	313
2025 Q4	$10.8M	Sell	165,867 -8,115	-5%	-$560K	0.05%	303
2025 Q3	$12.7M	Sell	173,982 -4,514	-3%	-$338K	0.06%	283
2025 Q2	$12.1M	Buy	178,496 +12,568	+8%	+$731K	0.06%	297
2025 Q1	$9.04M	Buy	165,928 +10,443	+7%	+$779K	0.05%	320
2024 Q4	$13.3M	Sell	155,485 -9,942	-6%	-$816K	0.08%	236
2024 Q3	$11.1M	Sell	165,427 -1,630	-1%	-$105K	0.06%	274
2024 Q2	$10.8M	Sell	167,057 -11,541	-6%	-$807K	0.06%	274
2024 Q1	$15.1M	Buy	+178,598	New	+$12.9M	0.09%	221

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Capital World Investors

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

Geode Capital Management

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Loomis, Sayles & Company

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Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return