SOMRS
XYZ

State of Michigan Retirement System’s Block Inc XYZ Stock Holding History

State of Michigan Retirement System’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 		$22.9M Buy
300,839
+16,493
+6% +$1.16M 0.1% 162
2026
Q1 		$17.1M Sell
284,346
-300
-0.1% -$18.2K 0.09% 200
2025
Q4 		$18.5M Sell
284,646
-5,200
-2% -$359K 0.09% 180
2025
Q3 		$20.9M Buy
289,846
+148,600
+105% +$11.1M 0.1% 163
2025
Q2 		$9.59M Sell
141,246
-634,700
-82% -$36.9M 0.05% 288
2025
Q1 		$42.2M Buy
775,946
+233,700
+43% +$17.4M 0.24% 74
2024
Q4 		$46.1M Buy
542,246
+301,000
+125% +$24.7M 0.24% 68
2024
Q3 		$16.2M Hold
241,246
– – 0.08% 197
2024
Q2 		$15.6M Hold
241,246
– – 0.08% 192
2024
Q1 		$20.4M Hold
241,246
– – 0.11% 151
2023
Q4 		$18.7M Buy
241,246
+80,000
+50% +$4.52M 0.11% 150
2023
Q3 		$7.14M Hold
161,246
– – 0.05% 305
2023
Q2 		$10.7M Hold
161,246
– – 0.07% 241
2023
Q1 		$11.1M Hold
161,246
– – 0.07% 235
2022
Q4 		$10.1M Buy
161,246
+21,600
+15% +$1.33M 0.07% 247
2022
Q3 		$7.68M Sell
139,646
-3,669
-3% -$260K 0.06% 282
2022
Q2 		$8.81M Buy
143,315
+77,669
+118% +$7.1M 0.06% 257
2022
Q1 		$8.9M Sell
65,646
-100,000
-60% -$12.1M 0.05% 272
2021
Q4 		$26.8M Sell
165,646
-35,000
-17% -$7.58M 0.14% 118
2021
Q3 		$48.1M Sell
200,646
-10,000
-5% -$2.57M 0.27% 75
2021
Q2 		$51.4M Hold
210,646
– – 0.3% 74
2021
Q1 		$47.8M Buy
210,646
+25,740
+14% +$6.02M 0.3% 78
2020
Q4 		$40.2M Sell
184,906
-36,070
-16% -$7.04M 0.27% 88
2020
Q3 		$35.9M Buy
220,976
+976
+0.4% +$138K 0.29% 85
2020
Q2 		$23.1M Buy
+220,000
New +$16.8M 0.2% 112
2020
Q1 		– Sell
-56,257
Closed -$3.52M – 960
2019
Q4 		$3.52M Sell
56,257
-168,743
-75% -$10.8M 0.03% 393
2019
Q3 		$13.9M Buy
225,000
+10,000
+5% +$679K 0.13% 152
2019
Q2 		$15.6M Buy
215,000
+15,000
+8% +$1.05M 0.14% 143
2019
Q1 		$15M Sell
200,000
-83,665
-29% -$6.06M 0.12% 160
2018
Q4 		$15.9M Sell
283,665
-216,335
-43% -$15.3M 0.14% 137
2018
Q3 		$49.5M Sell
500,000
-970,500
-66% -$74.9M 0.36% 64
2018
Q2 		$90.6M Sell
1,470,500
-1,070,000
-42% -$58.9M 0.72% 27
2018
Q1 		$125M Buy
2,540,500
+1,146,219
+82% +$52.6M 1.01% 19
2017
Q4 		$48.3M Sell
1,394,281
-945,719
-40% -$34.6M 0.38% 59
2017
Q3 		$67.4M Buy
2,340,000
+750,000
+47% +$19.6M 0.55% 40
2017
Q2 		$37.3M Buy
+1,590,000
New +$32.9M 0.28% 79
2017
Q1 		– Sell
-1,422,700
Closed -$19.4M – 962
2016
Q4 		$19.4M Sell
1,422,700
-7,631,562
-84% -$95M 0.15% 121
2016
Q3 		$106M Sell
9,054,262
-2,294,928
-20% -$25.1M 0.83% 26
2016
Q2 		$103M Buy
+11,349,190
New +$128M 0.8% 28

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

State of Michigan Retirement System's XYZ Position: Q2 2026 in Review

State of Michigan Retirement System increased its Block Inc (XYZ) stake by 5.8% in Q2 2026, buying an estimated $1.16M and bringing the position to 300,839 shares worth $22.9M. The position accounts for 0.1% of the portfolio, ranked #162.

State of Michigan Retirement System first reported a position in XYZ in Q2 2016 and has held it in 39 quarters since. The position peaked at $125M in Q1 2018. 622 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • State of Michigan Retirement System held 300,839 shares of Block Inc worth $22.9M as of Q2 2026.
  • State of Michigan Retirement System bought 16,493 Block Inc shares in Q2 2026, an estimated $1.16M.
  • Block Inc made up 0.1% of State of Michigan Retirement System's portfolio in Q2 2026, its #162 holding.
  • State of Michigan Retirement System first reported a position in Block Inc in Q2 2016 and has held it in 39 quarters since.
  • State of Michigan Retirement System's Block Inc position peaked at $125M in Q1 2018.
  • 622 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on State of Michigan Retirement System's 13F filing for Q2 2026, filed 30 Jul 2026.