SIS
XYZ icon

Strategic Investment Solutions’s Block Inc XYZ Stock Holding History

Strategic Investment Solutions’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 		$15.2K Hold
200
– – ﹤0.01% 392
2026
Q1 		$12K Hold
200
– – ﹤0.01% 405
2025
Q4 		$13K Sell
200
-587
-75% -$40.5K ﹤0.01% 365
2025
Q3 		$14.5K Buy
787
+587
+294% +$43.9K ﹤0.01% 334
2025
Q2 		$13.6K Hold
200
– – ﹤0.01% 320
2025
Q1 		$10.9K Hold
200
– – ﹤0.01% 354
2024
Q4 		$17K Hold
200
– – 0.01% 325
2024
Q3 		$13.4K Hold
200
– – ﹤0.01% 327
2024
Q2 		$12.4K Buy
+200
New +$14K ﹤0.01% 324
2023
Q4 		$18.1K Sell
234
-12,366
-98% -$699K ﹤0.01% 673
2023
Q3 		$780K Buy
12,600
+12,400
+6,200% +$768K 0.01% 341
2023
Q2 		$12.3K Sell
200
-247
-55% -$15.4K ﹤0.01% 528
2023
Q1 		$30.7K Buy
+447
New +$33.5K 0.01% 462

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 $3.38T AUM 44.17% 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

Strategic Investment Solutions's XYZ Position: Q2 2026 in Review

Strategic Investment Solutions held its Block Inc (XYZ) position steady in Q2 2026 at 200 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Strategic Investment Solutions first reported a position in XYZ in Q1 2023 and has held it in 13 quarters since. The position peaked at $780K in Q3 2023. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Strategic Investment Solutions held 200 shares of Block Inc worth $15.2K as of Q2 2026.
  • Strategic Investment Solutions left its Block Inc share count unchanged in Q2 2026.
  • Block Inc made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #392 holding.
  • Strategic Investment Solutions first reported a position in Block Inc in Q1 2023 and has held it in 13 quarters since.
  • Strategic Investment Solutions's Block Inc position peaked at $780K in Q3 2023.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.