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 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Smartleaf Asset Management's XYZ Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Block Inc (XYZ) stake by 4.2% in Q1 2026, selling an estimated $9.67K and leaving 3,605 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #775.

Smartleaf Asset Management first reported a position in XYZ in Q1 2024 and has held it in 9 quarters since. The position peaked at $247K in Q4 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

Smartleaf Asset Management held 3,605 shares of Block Inc worth $206K as of Q1 2026.
Smartleaf Asset Management sold 159 Block Inc shares in Q1 2026, an estimated $9.67K.
Block Inc made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #775 holding.
Smartleaf Asset Management first reported a position in Block Inc in Q1 2024 and has held it in 9 quarters since.
Smartleaf Asset Management's Block Inc position peaked at $247K in Q4 2025.
986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.