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	–	Sell	-24,400	Closed	-$71.7K	–	347
2026 Q1	$71.7K	Buy	+24,400	New	+$1.48M	0.01%	278
2025 Q2	–	Sell	-43,200	Closed	-$2.33M	–	374
2025 Q1	$2.33M	Buy	43,200 +13,500	+45%	+$1.01M	0.26%	125
2024 Q4	$2.52M	Buy	29,700 +14,100	+90%	+$1.16M	0.24%	121
2024 Q3	$1.05M	Buy	15,600 +3,400	+28%	+$220K	0.06%	213
2024 Q2	$787K	Sell	12,200 -6,300	-34%	-$441K	0.06%	210
2024 Q1	$1.56M	Sell	18,500 -13,200	-42%	-$955K	0.15%	165
2023 Q4	$2.45M	Sell	31,700 -1,700	-5%	-$96.1K	0.27%	107
2023 Q3	$1.48M	Buy	33,400 +1,700	+5%	+$105K	0.2%	132
2023 Q2	$2.11M	Buy	+31,700	New	+$1.98M	0.26%	112
2020 Q2	–	Sell	-74	Closed	-$11K	–	598
2020 Q1	$11K	Buy	+74	New	+$5.06K	﹤0.01%	364

Other funds holding XYZ

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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 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.