SCM
XYZ

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
Q2 		– Sell
-3,718
Closed -$224K – 326
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

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

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

Stevens Capital Management sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 3,718 shares — an estimated $224K sold.

Stevens Capital Management first reported a position in XYZ in Q4 2017 and held it in 6 quarters. The position peaked at $7.29M in Q1 2019. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Stevens Capital Management reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
  • Stevens Capital Management sold 3,718 Block Inc shares in Q2 2026, an estimated $224K.
  • Stevens Capital Management first reported a position in Block Inc in Q4 2017 and held it in 6 quarters.
  • Stevens Capital Management's Block Inc position peaked at $7.29M in Q1 2019.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Stevens Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.