Sit Investment Associates’s Block Inc XYZ Stock Holding History

Sit Investment 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 Q2	$34K	Hold	450	–	–	﹤0.01%	508
2026 Q1	$27K	Hold	450	–	–	﹤0.01%	489
2025 Q4	$29K	Hold	450	–	–	﹤0.01%	500
2025 Q3	$33K	Hold	450	–	–	﹤0.01%	496
2025 Q2	$31K	Hold	450	–	–	﹤0.01%	508
2025 Q1	$24K	Hold	450	–	–	﹤0.01%	513
2024 Q4	$38K	Hold	450	–	–	﹤0.01%	516
2024 Q3	$30K	Hold	450	–	–	﹤0.01%	528
2024 Q2	$29K	Hold	450	–	–	﹤0.01%	517
2024 Q1	$38K	Hold	450	–	–	﹤0.01%	505
2023 Q4	$35K	Hold	450	–	–	﹤0.01%	518
2023 Q3	$20K	Sell	450 -550	-55%	-$34.1K	﹤0.01%	518
2023 Q2	$67K	Hold	1,000	–	–	﹤0.01%	512
2023 Q1	$69K	Hold	1,000	–	–	﹤0.01%	500
2022 Q4	$63K	Buy	+1,000	New	+$61.7K	﹤0.01%	510

Other funds holding XYZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Sit Investment Associates's XYZ Position: Q2 2026 in Review

Sit Investment Associates held its Block Inc (XYZ) position steady in Q2 2026 at 450 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Sit Investment Associates first reported a position in XYZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $69K in Q1 2023. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Sit Investment Associates held 450 shares of Block Inc worth $34K as of Q2 2026.
Sit Investment Associates left its Block Inc share count unchanged in Q2 2026.
Block Inc made up ﹤0.01% of Sit Investment Associates's portfolio in Q2 2026, its #508 holding.
Sit Investment Associates first reported a position in Block Inc in Q4 2022 and has held it in 15 quarters since.
Sit Investment Associates's Block Inc position peaked at $69K in Q1 2023.
1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Sit Investment Associates's 13F filing for Q2 2026, filed 12 Aug 2026.