SFI
XYZ

Siemens Fonds Invest’s Block Inc XYZ Stock Holding History

Siemens Fonds Invest’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 		$695K Hold
11,553
– – 0.04% 288
2025
Q4 		$757K Buy
11,553
+1,292
+13% +$89.1K 0.04% 274
2025
Q3 		$742K Sell
10,261
-12
-0.1% -$898 0.04% 267
2025
Q2 		$698K Buy
10,273
+1,469
+17% +$85.5K 0.04% 270
2025
Q1 		$478K Buy
8,804
+241
+3% +$18K 0.03% 287
2024
Q4 		$749K Hold
8,563
– – 0.05% 242
2024
Q3 		$575K Buy
8,563
+3,448
+67% +$223K 0.05% 255
2024
Q2 		$330K Buy
5,115
+424
+9% +$29.7K 0.02% 344
2024
Q1 		$397K Hold
4,691
– – 0.03% 326
2023
Q4 		$363K Sell
4,691
-938
-17% -$53K 0.03% 322
2023
Q3 		$249K Sell
5,629
-2,514
-31% -$156K 0.03% 337
2023
Q2 		$539K Hold
8,143
– – 0.05% 235
2023
Q1 		$559K Sell
8,143
-141
-2% -$10.6K 0.06% 233
2022
Q4 		$521K Sell
8,284
-234
-3% -$14.4K 0.05% 232
2022
Q3 		$468K Hold
8,518
– – 0.05% 252
2022
Q2 		$524K Hold
8,518
– – 0.06% 246
2022
Q1 		$1.16M Buy
8,518
+527
+7% +$63.8K 0.09% 179
2021
Q4 		$1.32M Buy
7,991
+2,060
+35% +$446K 0.09% 183
2021
Q3 		$1.42M Buy
+5,931
New +$1.52M 0.09% 167

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

Siemens Fonds Invest's XYZ Position: Q1 2026 in Review

Siemens Fonds Invest held its Block Inc (XYZ) position steady in Q1 2026 at 11,553 shares worth $695K. The position accounts for 0.04% of the portfolio, ranked #288.

Siemens Fonds Invest first reported a position in XYZ in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.42M in Q3 2021. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Siemens Fonds Invest held 11,553 shares of Block Inc worth $695K as of Q1 2026.
  • Siemens Fonds Invest left its Block Inc share count unchanged in Q1 2026.
  • Block Inc made up 0.04% of Siemens Fonds Invest's portfolio in Q1 2026, its #288 holding.
  • Siemens Fonds Invest first reported a position in Block Inc in Q3 2021 and has held it in 19 quarters since.
  • Siemens Fonds Invest's Block Inc position peaked at $1.42M in Q3 2021.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Siemens Fonds Invest's 13F filing for Q1 2026, filed 15 May 2026.