RFM
XYZ

Royal Fund Management’s Block Inc XYZ Stock Holding History

Royal Fund 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 		$4.4M Buy
57,920
+31,900
+123% +$2.24M 0.37% 89
2026
Q1 		$1.57M Buy
+26,020
New +$1.58M 0.15% 157
2025
Q3 		– Sell
-15,035
Closed -$1.02M – 360
2025
Q2 		$1.02M Sell
15,035
-43,740
-74% -$2.54M 0.1% 190
2025
Q1 		$3.19M Buy
58,775
+27,244
+86% +$2.03M 0.36% 96
2024
Q4 		$2.68M Buy
31,531
+6,640
+27% +$545K 0.25% 117
2024
Q3 		$1.67M Buy
24,891
+4,152
+20% +$268K 0.1% 176
2024
Q2 		$1.34M Sell
20,739
-6,986
-25% -$489K 0.11% 167
2024
Q1 		$2.34M Sell
27,725
-5,800
-17% -$420K 0.23% 127
2023
Q4 		$2.59M Sell
33,525
-4,718
-12% -$267K 0.29% 104
2023
Q3 		$1.69M Buy
38,243
+6,496
+20% +$402K 0.23% 119
2023
Q2 		$2.11M Buy
+31,747
New +$1.98M 0.26% 111
2022
Q1 		– Sell
-13,279
Closed -$2.14M – 219
2021
Q4 		$2.14M Buy
13,279
+1,677
+14% +$363K 0.31% 96
2021
Q3 		$2.78M Buy
11,602
+1,003
+9% +$258K 0.41% 85
2021
Q2 		$2.58M Buy
10,599
+1,496
+16% +$347K 0.43% 84
2021
Q1 		$2.07M Buy
9,103
+1,905
+26% +$446K 0.38% 84
2020
Q4 		$1.57M Buy
7,198
+1,359
+23% +$265K 0.33% 80
2020
Q3 		$949K Buy
+5,839
New +$824K 0.24% 83
2020
Q2 		– Sell
-47
Closed -$2K – 599
2020
Q1 		$2K Hold
47
– – ﹤0.01% 509
2019
Q4 		$2K Buy
47
+25
+114% +$1.6K ﹤0.01% 557
2019
Q3 		$1K Sell
22
-150
-87% -$10.2K ﹤0.01% 577
2019
Q2 		$12K Sell
172
-390
-69% -$27.2K ﹤0.01% 377
2019
Q1 		$42K Hold
562
– – 0.01% 224
2018
Q4 		$31K Buy
562
+412
+275% +$29.1K 0.01% 223
2018
Q3 		$14K Hold
150
– – ﹤0.01% 309
2018
Q2 		$9K Buy
+150
New +$8.25K ﹤0.01% 372

Other funds holding XYZ

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
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Royal Fund Management's XYZ Position: Q2 2026 in Review

Royal Fund Management increased its Block Inc (XYZ) stake by 123% in Q2 2026, buying an estimated $2.24M and bringing the position to 57,920 shares worth $4.4M. The position accounts for 0.37% of the portfolio, ranked #89.

Royal Fund Management first reported a position in XYZ in Q2 2018 and has held it in 25 quarters since. 259 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Royal Fund Management held 57,920 shares of Block Inc worth $4.4M as of Q2 2026.
  • Royal Fund Management bought 31,900 Block Inc shares in Q2 2026, an estimated $2.24M.
  • Block Inc made up 0.37% of Royal Fund Management's portfolio in Q2 2026, its #89 holding.
  • Royal Fund Management first reported a position in Block Inc in Q2 2018 and has held it in 25 quarters since.
  • 259 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.