SCM
XYZ

Sone Capital Management’s Block Inc XYZ Stock Holding History

Sone Capital 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 		$2.08M Sell
34,620
-39,846
-54% -$2.42M 0.17% 92
2025
Q4 		$4.85M Buy
+74,466
New +$5.14M 0.39% 76
2025
Q3 		– Sell
-280,175
Closed -$19M – 128
2025
Q2 		$19M Buy
280,175
+205,457
+275% +$12M 1.76% 16
2025
Q1 		$4.06M Buy
+74,718
New +$5.58M 0.42% 72

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

Sone Capital Management's XYZ Position: Q1 2026 in Review

Sone Capital Management reduced its Block Inc (XYZ) stake by 54% in Q1 2026, selling an estimated $2.42M and leaving 34,620 shares worth $2.08M. The position accounts for 0.17% of the portfolio, ranked #92.

Sone Capital Management first reported a position in XYZ in Q1 2025 and has held it in 4 quarters since. The position peaked at $19M in Q2 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Sone Capital Management held 34,620 shares of Block Inc worth $2.08M as of Q1 2026.
  • Sone Capital Management sold 39,846 Block Inc shares in Q1 2026, an estimated $2.42M.
  • Block Inc made up 0.17% of Sone Capital Management's portfolio in Q1 2026, its #92 holding.
  • Sone Capital Management first reported a position in Block Inc in Q1 2025 and has held it in 4 quarters since.
  • Sone Capital Management's Block Inc position peaked at $19M in Q2 2025.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

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