SIM
XYZ

Spark Investment Management’s Block Inc XYZ Stock Holding History

Spark Investment 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 		$524K Hold
8,700
– – 1.26% 18
2025
Q4 		$566K Hold
8,700
– – 1.41% 19
2025
Q3 		$629K Hold
8,700
– – 1.58% 15
2025
Q2 		$591K Hold
8,700
– – 1.62% 15
2025
Q1 		$473K Hold
8,700
– – 1.61% 13
2024
Q4 		$739K Hold
8,700
– – 3.58% 6
2024
Q3 		$584K Hold
8,700
– – 3.36% 5
2024
Q2 		$561K Hold
8,700
– – 3.36% 5
2024
Q1 		$736K Hold
8,700
– – 4.07% 7
2023
Q4 		$673K Hold
8,700
– – 4.02% 7
2023
Q3 		$385K Hold
8,700
– – 2.23% 7
2023
Q2 		$579K Hold
8,700
– – 1.97% 8
2023
Q1 		$597K Sell
8,700
-36,600
-81% -$2.74M 1.54% 8
2022
Q4 		$2.85M Buy
45,300
+32,000
+241% +$1.97M 6.21% 5
2022
Q3 		$731K Hold
13,300
– – 1.4% 13
2022
Q2 		$817K Hold
13,300
– – 1.19% 15
2022
Q1 		$1.8M Hold
13,300
– – 1.73% 14
2021
Q4 		$2.15M Sell
13,300
-9,200
-41% -$1.99M 1.54% 13
2021
Q3 		$5.4M Hold
22,500
– – 3.13% 9
2021
Q2 		$5.49M Hold
22,500
– – 3.01% 10
2021
Q1 		$5.11M Hold
22,500
– – 3.43% 9
2020
Q4 		$4.9M Hold
22,500
– – 4.04% 7
2020
Q3 		$3.66M Buy
+22,500
New +$3.18M 5.09% 7
2019
Q2 		– Sell
-120,896
Closed -$9.06M – 725
2019
Q1 		$9.06M Buy
+120,896
New +$8.76M 0.42% 68
2016
Q1 		– Sell
-12,200
Closed -$159K – 848
2015
Q4 		$159K Buy
+12,200
New +$150K 0.02% 614

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

Spark Investment Management's XYZ Position: Q1 2026 in Review

Spark Investment Management held its Block Inc (XYZ) position steady in Q1 2026 at 8,700 shares worth $524K. The position accounts for 1.26% of the portfolio, ranked #18.

Spark Investment Management first reported a position in XYZ in Q4 2015 and has held it in 25 quarters since. The position peaked at $9.06M in Q1 2019. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Spark Investment Management held 8,700 shares of Block Inc worth $524K as of Q1 2026.
  • Spark Investment Management left its Block Inc share count unchanged in Q1 2026.
  • Block Inc made up 1.26% of Spark Investment Management's portfolio in Q1 2026, its #18 holding.
  • Spark Investment Management first reported a position in Block Inc in Q4 2015 and has held it in 25 quarters since.
  • Spark Investment Management's Block Inc position peaked at $9.06M in Q1 2019.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Spark Investment Management's 13F filing for Q1 2026, filed 11 May 2026.