SCM
XYZ

Sterling Capital Management’s Block Inc XYZ Stock Holding History

Sterling 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 		$2.05M Buy
26,936
+1,634
+6% +$115K 0.03% 358
2026
Q1 		$1.52M Sell
25,302
-8,645
-25% -$526K 0.03% 387
2025
Q4 		$2.21M Buy
33,947
+103
+0.3% +$7.11K 0.04% 364
2025
Q3 		$2.45M Sell
33,844
-4,393
-11% -$329K 0.04% 325
2025
Q2 		$2.6M Buy
38,237
+5,715
+18% +$333K 0.04% 310
2025
Q1 		$1.77M Sell
32,522
-60,518
-65% -$4.52M 0.03% 401
2024
Q4 		$7.91M Buy
93,040
+61,081
+191% +$5.01M 0.11% 119
2024
Q3 		$2.15M Buy
+31,959
New +$2.06M 0.03% 370
2019
Q3 		– Sell
-46,990
Closed -$3.41M – 936
2019
Q2 		$3.41M Buy
46,990
+20
+0% +$1.4K 0.03% 299
2019
Q1 		$3.52M Hold
46,970
– – 0.03% 294
2018
Q4 		$2.63M Buy
+46,970
New +$3.32M 0.03% 327

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

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

Sterling Capital Management increased its Block Inc (XYZ) stake by 6.5% in Q2 2026, buying an estimated $115K and bringing the position to 26,936 shares worth $2.05M. The position accounts for 0.03% of the portfolio, ranked #358.

Sterling Capital Management first reported a position in XYZ in Q4 2018 and has held it in 11 quarters since. The position peaked at $7.91M in Q4 2024. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Sterling Capital Management held 26,936 shares of Block Inc worth $2.05M as of Q2 2026.
  • Sterling Capital Management bought 1,634 Block Inc shares in Q2 2026, an estimated $115K.
  • Block Inc made up 0.03% of Sterling Capital Management's portfolio in Q2 2026, its #358 holding.
  • Sterling Capital Management first reported a position in Block Inc in Q4 2018 and has held it in 11 quarters since.
  • Sterling Capital Management's Block Inc position peaked at $7.91M in Q4 2024.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.