Stevens Capital Management’s Block Inc XYZ Stock Holding History

Stevens 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 Q1	$224K	Buy	+3,718	New	+$226K	0.03%	207
2024 Q4	–	Sell	-23,587	Closed	-$1.58M	–	395
2024 Q3	$1.58M	Buy	+23,587	New	+$1.52M	0.23%	59
2024 Q1	–	Sell	-2,603	Closed	-$201K	–	371
2023 Q4	$201K	Buy	+2,603	New	+$147K	0.05%	237
2020 Q1	–	Sell	-15,736	Closed	-$984K	–	482
2019 Q4	$984K	Buy	+15,736	New	+$1.01M	0.09%	227
2019 Q2	–	Sell	-97,277	Closed	-$7.29M	–	902
2019 Q1	$7.29M	Buy	+97,277	New	+$7.05M	0.31%	101
2018 Q1	–	Sell	-30,804	Closed	-$1.07M	–	1031
2017 Q4	$1.07M	Buy	+30,804	New	+$1.13M	0.04%	416

Other funds holding XYZ

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stevens Capital Management's XYZ Position: Q1 2026 in Review

Stevens Capital Management opened a new position in Block Inc (XYZ) in Q1 2026: 3,718 shares worth $224K. The stake represents 0.03% of the portfolio and ranks #207 among its holdings. This is a return to the name: Stevens Capital Management previously reported a position in XYZ as recently as Q3 2024.

Stevens Capital Management first reported a position in XYZ in Q4 2017 and has held it in 6 quarters since. The position peaked at $7.29M in Q1 2019. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

Stevens Capital Management held 3,718 shares of Block Inc worth $224K as of Q1 2026.
Block Inc was a new Stevens Capital Management position in Q1 2026.
Block Inc made up 0.03% of Stevens Capital Management's portfolio in Q1 2026, its #207 holding.
Stevens Capital Management first reported a position in Block Inc in Q4 2017 and has held it in 6 quarters since.
Stevens Capital Management's Block Inc position peaked at $7.29M in Q1 2019.
986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

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