Sicart Associates
XYZ icon

Sicart Associates’s Block Inc XYZ Stock Holding History

Sicart Associates’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
Q3 		$8.27M Buy
106,133
+927
+0.9% +$73.8K 2% 19
2026
Q2 		$8M Buy
105,206
+214
+0.2% +$15K 1.96% 20
2026
Q1 		$6.32M Buy
104,992
+6,018
+6% +$366K 1.62% 23
2025
Q4 		$6.44M Sell
98,974
-9,963
-9% -$687K 1.71% 22
2025
Q3 		$7.87M Buy
108,937
+166
+0.2% +$12.4K 2.13% 18
2025
Q2 		$7.39M Sell
108,771
-2,625
-2% -$153K 2.59% 13
2025
Q1 		$6.05M Buy
111,396
+108,166
+3,349% +$8.07M 2.09% 18
2024
Q4 		$275K Hold
3,230
– – 0.1% 60
2024
Q3 		$217K Hold
3,230
– – 0.08% 66
2024
Q2 		$208K Sell
3,230
-700
-18% -$49K 0.08% 67
2024
Q1 		$332K Hold
3,930
– – 0.12% 61
2023
Q4 		$304K Buy
+3,930
New +$222K 0.12% 59
2023
Q3 		– Sell
-3,930
Closed -$262K – 70
2023
Q2 		$262K Hold
3,930
– – 0.1% 58
2023
Q1 		$270K Buy
+3,930
New +$294K 0.1% 58
2021
Q4 		– Sell
-1,060
Closed -$254K – 115
2021
Q3 		$254K Sell
1,060
-700
-40% -$180K 0.07% 88
2021
Q2 		$429K Hold
1,760
– – 0.1% 77
2021
Q1 		$400K Hold
1,760
– – 0.11% 74
2020
Q4 		$383K Hold
1,760
– – 0.09% 77
2020
Q3 		$286K Buy
+1,760
New +$249K 0.09% 85
2018
Q4 		– Sell
-3,240
Closed -$321K – 88
2018
Q3 		$321K Hold
3,240
– – 0.15% 73
2018
Q2 		$200K Sell
3,240
-2,760
-46% -$152K 0.1% 87
2018
Q1 		$295K Sell
6,000
-500
-8% -$22.9K 0.18% 77
2017
Q4 		$225K Buy
+6,500
New +$238K 0.12% 98

Other funds holding XYZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Sicart Associates's XYZ Position: Q3 2026 in Review

Sicart Associates increased its Block Inc (XYZ) stake by 0.88% in Q3 2026, buying an estimated $73.8K and bringing the position to 106,133 shares worth $8.27M. The position accounts for 2% of the portfolio, ranked #19.

Sicart Associates first reported a position in XYZ in Q4 2017 and has held it in 23 quarters since. 514 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Sicart Associates held 106,133 shares of Block Inc worth $8.27M as of Q3 2026.
  • Sicart Associates bought 927 Block Inc shares in Q3 2026, an estimated $73.8K.
  • Block Inc made up 2% of Sicart Associates's portfolio in Q3 2026, its #19 holding.
  • Sicart Associates first reported a position in Block Inc in Q4 2017 and has held it in 23 quarters since.
  • 514 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Sicart Associates's 13F filing for Q3 2026, filed 29 Oct 2026.