SOS
XYZ

Silver Oak Securities’s Block Inc XYZ Stock Holding History

Silver Oak Securities’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 		$919K Sell
12,086
-472
-4% -$33.2K 0.06% 316
2026
Q1 		$756K Sell
12,558
-2,504
-17% -$152K 0.06% 324
2025
Q4 		$987K Sell
15,062
-451
-3% -$31.1K 0.07% 287
2025
Q3 		$1.12M Buy
+15,513
New +$1.16M 0.08% 236

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

Silver Oak Securities's XYZ Position: Q2 2026 in Review

Silver Oak Securities reduced its Block Inc (XYZ) stake by 3.8% in Q2 2026, selling an estimated $33.2K and leaving 12,086 shares worth $919K. The position accounts for 0.06% of the portfolio, ranked #316.

Silver Oak Securities first reported a position in XYZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.12M in Q3 2025. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Silver Oak Securities held 12,086 shares of Block Inc worth $919K as of Q2 2026.
  • Silver Oak Securities sold 472 Block Inc shares in Q2 2026, an estimated $33.2K.
  • Block Inc made up 0.06% of Silver Oak Securities's portfolio in Q2 2026, its #316 holding.
  • Silver Oak Securities first reported a position in Block Inc in Q3 2025 and has held it in 4 quarters since.
  • Silver Oak Securities's Block Inc position peaked at $1.12M in Q3 2025.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.