Sora Investors’s Block Inc XYZ Stock Holding History

Sora Investors’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	–	Sell	-114,286	Closed	-$6.88M	–	103
2026 Q1	$6.88M	Buy	+114,286	New	+$6.95M	0.63%	50
2025 Q4	–	Sell	-142,848	Closed	-$10.3M	–	110
2025 Q3	$10.3M	Sell	142,848 -117,153	-45%	-$8.77M	0.95%	42
2025 Q2	$17.7M	Buy	+260,001	New	+$15.1M	1.59%	25
2025 Q1	–	Sell	-135,713	Closed	-$11.5M	–	89
2024 Q4	$11.5M	Buy	+135,713	New	+$11.1M	1.28%	35
2024 Q3	–	Sell	-125,000	Closed	-$8.06M	–	78
2024 Q2	$8.06M	Buy	125,000 +15,000	+14%	+$1.05M	1.49%	27
2024 Q1	$9.3M	Buy	110,000 +13,000	+13%	+$940K	1.53%	30
2023 Q4	$7.5M	Sell	97,000 -55,000	-36%	-$3.11M	1.26%	31
2023 Q3	$6.73M	Buy	152,000 +22,000	+17%	+$1.36M	1.51%	32
2023 Q2	$8.65M	Buy	130,000 +20,000	+18%	+$1.25M	3.81%	9
2023 Q1	$7.55M	Buy	110,000 +63,000	+134%	+$4.72M	2.08%	24
2022 Q4	$2.95M	Buy	+47,000	New	+$2.9M	1.02%	29

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

Sora Investors's XYZ Position: Q2 2026 in Review

Sora Investors sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 114,286 shares — an estimated $6.88M sold.

Sora Investors first reported a position in XYZ in Q4 2022 and held it in 11 quarters. The position peaked at $17.7M in Q2 2025. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Sora Investors reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
Sora Investors sold 114,286 Block Inc shares in Q2 2026, an estimated $6.88M.
Sora Investors first reported a position in Block Inc in Q4 2022 and held it in 11 quarters.
Sora Investors's Block Inc position peaked at $17.7M in Q2 2025.
1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Sora Investors's 13F filing for Q2 2026, filed 14 Aug 2026.