RSWM
XYZ

Robertson Stephens Wealth Management’s Block Inc XYZ Stock Holding History

Robertson Stephens Wealth 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
Q2 		$350K Sell
4,605
-1,136
-20% -$79.9K 0.01% 494
2026
Q1 		$345K Sell
5,741
-348
-6% -$21.2K 0.01% 482
2025
Q4 		$396K Buy
6,089
+1,725
+40% +$119K 0.01% 476
2025
Q3 		$315K Sell
4,364
-17
-0.4% -$1.27K 0.01% 436
2025
Q2 		$298K Buy
4,381
+21
+0.5% +$1.22K 0.01% 460
2025
Q1 		$237K Buy
4,360
+107
+3% +$7.99K 0.01% 498
2024
Q4 		$361K Sell
4,253
-2,820
-40% -$231K 0.01% 430
2024
Q3 		$475K Buy
7,073
+2,839
+67% +$183K 0.02% 427
2024
Q2 		$273K Buy
4,234
+208
+5% +$14.6K 0.01% 430
2024
Q1 		$341K Buy
4,026
+1
+0% +$72 0.02% 406
2023
Q4 		$311K Buy
+4,025
New +$228K 0.02% 374
2023
Q3 		– Sell
-4,817
Closed -$321K – 475
2023
Q2 		$321K Buy
4,817
+137
+3% +$8.56K 0.02% 345
2023
Q1 		$321K Buy
4,680
+131
+3% +$9.81K 0.02% 354
2022
Q4 		$286K Buy
+4,549
New +$281K 0.03% 338
2022
Q2 		– Sell
-1,649
Closed -$223K – 420
2022
Q1 		$223K Buy
+1,649
New +$200K 0.02% 359
2021
Q4 		– Sell
-1,022
Closed -$245K – 398
2021
Q3 		$245K Sell
1,022
-1,018
-50% -$261K 0.03% 278
2021
Q2 		$497K Buy
2,040
+1,040
+104% +$241K 0.06% 209
2021
Q1 		$227K Hold
1,000
– – 0.04% 270
2020
Q4 		$217K Buy
+1,000
New +$195K 0.05% 232

Other funds holding XYZ

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Robertson Stephens Wealth Management's XYZ Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Block Inc (XYZ) stake by 20% in Q2 2026, selling an estimated $79.9K and leaving 4,605 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #494.

Robertson Stephens Wealth Management first reported a position in XYZ in Q4 2020 and has held it in 19 quarters since. The position peaked at $497K in Q2 2021. 406 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Robertson Stephens Wealth Management held 4,605 shares of Block Inc worth $350K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 1,136 Block Inc shares in Q2 2026, an estimated $79.9K.
  • Block Inc made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #494 holding.
  • Robertson Stephens Wealth Management first reported a position in Block Inc in Q4 2020 and has held it in 19 quarters since.
  • Robertson Stephens Wealth Management's Block Inc position peaked at $497K in Q2 2021.
  • 406 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.