SAM
XYZ

Smartleaf Asset Management’s Block Inc XYZ Stock Holding History

Smartleaf Asset Management’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 		$281K Hold
3,605
– – 0.01% 708
2026
Q1 		$206K Sell
3,605
-159
-4% -$9.67K 0.01% 775
2025
Q4 		$247K Buy
3,764
+1,202
+47% +$82.9K 0.01% 720
2025
Q3 		$193K Buy
2,562
+1,327
+107% +$99.3K 0.01% 743
2025
Q2 		$82.3K Sell
1,235
-1,163
-48% -$67.7K 0.01% 939
2025
Q1 		$133K Buy
2,398
+28
+1% +$2.09K 0.01% 722
2024
Q4 		$207K Buy
2,370
+1,064
+81% +$87.3K 0.02% 528
2024
Q3 		$87.5K Buy
1,306
+800
+158% +$51.7K 0.01% 751
2024
Q2 		$32.1K Buy
506
+414
+450% +$29K 0.01% 867
2024
Q1 		$7.65K Buy
+92
New +$6.65K ﹤0.01% 1088

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

Smartleaf Asset Management's XYZ Position: Q2 2026 in Review

Smartleaf Asset Management held its Block Inc (XYZ) position steady in Q2 2026 at 3,605 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #708.

Smartleaf Asset Management first reported a position in XYZ in Q1 2024 and has held it in 10 quarters since. 1,082 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Smartleaf Asset Management held 3,605 shares of Block Inc worth $281K as of Q2 2026.
  • Smartleaf Asset Management left its Block Inc share count unchanged in Q2 2026.
  • Block Inc made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #708 holding.
  • Smartleaf Asset Management first reported a position in Block Inc in Q1 2024 and has held it in 10 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.