SC
XYZ

Savant Capital’s Block Inc XYZ Stock Holding History

Savant Capital’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 		$706K Buy
9,071
+1,613
+22% +$113K ﹤0.01% 1041
2026
Q1 		$449K Buy
7,458
+3,126
+72% +$190K ﹤0.01% 965
2025
Q4 		$282K Sell
4,332
-936
-18% -$64.6K ﹤0.01% 1087
2025
Q3 		$381K Buy
5,268
+522
+11% +$39.1K ﹤0.01% 912
2025
Q2 		$322K Sell
4,746
-1,286
-21% -$74.8K ﹤0.01% 928
2025
Q1 		$328K Buy
6,032
+18
+0.3% +$1.34K ﹤0.01% 816
2024
Q4 		$511K Buy
6,014
+353
+6% +$29K ﹤0.01% 878
2024
Q3 		$380K Sell
5,661
-3,071
-35% -$198K ﹤0.01% 993
2024
Q2 		$563K Sell
8,732
-12,547
-59% -$878K 0.01% 748
2024
Q1 		$1.8M Buy
21,279
+16,507
+346% +$1.19M 0.02% 381
2023
Q4 		$369K Buy
4,772
+209
+5% +$11.8K ﹤0.01% 642
2023
Q3 		$202K Buy
4,563
+318
+7% +$19.7K ﹤0.01% 760
2023
Q2 		$283K Sell
4,245
-262
-6% -$16.4K ﹤0.01% 661
2023
Q1 		$309K Buy
+4,507
New +$337K 0.01% 589

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 $3.37T AUM 44.26% 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

Savant Capital's XYZ Position: Q2 2026 in Review

Savant Capital increased its Block Inc (XYZ) stake by 22% in Q2 2026, buying an estimated $113K and bringing the position to 9,071 shares worth $706K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

Savant Capital first reported a position in XYZ in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.8M in Q1 2024. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Savant Capital held 9,071 shares of Block Inc worth $706K as of Q2 2026.
  • Savant Capital bought 1,613 Block Inc shares in Q2 2026, an estimated $113K.
  • Block Inc made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1041 holding.
  • Savant Capital first reported a position in Block Inc in Q1 2023 and has held it in 14 quarters since.
  • Savant Capital's Block Inc position peaked at $1.8M in Q1 2024.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.