SBFM
XYZ

S-Bank Fund Management’s Block Inc XYZ Stock Holding History

S-Bank 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
Q1 		$61.4K Sell
1,021
-38
-4% -$2.31K 0.01% 170
2025
Q4 		$68.9K Sell
1,059
-272
-20% -$18.8K 0.01% 165
2025
Q3 		$96.2K Sell
1,331
-17
-1% -$1.27K 0.01% 192
2025
Q2 		$91.6K Buy
1,348
+84
+7% +$4.89K 0.01% 196
2025
Q1 		$68.7K Buy
+1,264
New +$94.3K 0.01% 181

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

S-Bank Fund Management's XYZ Position: Q1 2026 in Review

S-Bank Fund Management reduced its Block Inc (XYZ) stake by 3.6% in Q1 2026, selling an estimated $2.31K and leaving 1,021 shares worth $61.4K. The position accounts for 0.01% of the portfolio, ranked #170.

S-Bank Fund Management first reported a position in XYZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $96.2K in Q3 2025. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • S-Bank Fund Management held 1,021 shares of Block Inc worth $61.4K as of Q1 2026.
  • S-Bank Fund Management sold 38 Block Inc shares in Q1 2026, an estimated $2.31K.
  • Block Inc made up 0.01% of S-Bank Fund Management's portfolio in Q1 2026, its #170 holding.
  • S-Bank Fund Management first reported a position in Block Inc in Q1 2025 and has held it in 5 quarters since.
  • S-Bank Fund Management's Block Inc position peaked at $96.2K in Q3 2025.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on S-Bank Fund Management's 13F filing for Q1 2026, filed 11 May 2026.