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
Q2 		– Sell
-1,021
Closed -$61.4K – 303
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

S-Bank Fund Management's XYZ Position: Q2 2026 in Review

S-Bank Fund Management sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 1,021 shares — an estimated $61.4K sold.

S-Bank Fund Management first reported a position in XYZ in Q1 2025 and held it in 5 quarters. The position peaked at $96.2K in Q3 2025. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • S-Bank Fund Management reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
  • S-Bank Fund Management sold 1,021 Block Inc shares in Q2 2026, an estimated $61.4K.
  • S-Bank Fund Management first reported a position in Block Inc in Q1 2025 and held it in 5 quarters.
  • S-Bank Fund Management's Block Inc position peaked at $96.2K in Q3 2025.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on S-Bank Fund Management's 13F filing for Q2 2026, filed 4 Aug 2026.