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
Q2 		$2.49M Sell
32,768
-1,852
-5% -$130K 0.19% 95
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

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

Sone Capital Management's XYZ Position: Q2 2026 in Review

Sone Capital Management reduced its Block Inc (XYZ) stake by 5.3% in Q2 2026, selling an estimated $130K and leaving 32,768 shares worth $2.49M. The position accounts for 0.19% of the portfolio, ranked #95.

Sone Capital Management first reported a position in XYZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $19M in Q2 2025. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Sone Capital Management held 32,768 shares of Block Inc worth $2.49M as of Q2 2026.
  • Sone Capital Management sold 1,852 Block Inc shares in Q2 2026, an estimated $130K.
  • Block Inc made up 0.19% of Sone Capital Management's portfolio in Q2 2026, its #95 holding.
  • Sone Capital Management first reported a position in Block Inc in Q1 2025 and has held it in 5 quarters since.
  • Sone Capital Management's Block Inc position peaked at $19M in Q2 2025.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Sone Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.