Sumitomo Mitsui Trust Group
XYZ

Sumitomo Mitsui Trust Group’s Block Inc XYZ Stock Holding History

Sumitomo Mitsui Trust Group’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 		$158M Buy
2,624,534
+25,067
+1% +$1.52M 0.1% 194
2025
Q4 		$169M Sell
2,599,467
-83,369
-3% -$5.75M 0.1% 185
2025
Q3 		$194M Sell
2,682,836
-323,539
-11% -$24.2M 0.11% 169
2025
Q2 		$204M Sell
3,006,375
-358,728
-11% -$20.9M 0.13% 158
2025
Q1 		$183M Sell
3,365,103
-3,342,299
-50% -$249M 0.13% 157
2024
Q4 		$570M Sell
6,707,402
-1,174,669
-15% -$96.4M 0.38% 42
2024
Q3 		$529M Sell
7,882,071
-907,670
-10% -$58.6M 0.37% 49
2024
Q2 		$567M Sell
8,789,741
-967,250
-10% -$67.7M 0.42% 40
2024
Q1 		$825M Sell
9,756,991
-620,982
-6% -$44.9M 0.57% 25
2023
Q4 		$803M Buy
10,377,973
+75,161
+0.7% +$4.25M 0.59% 23
2023
Q3 		$456M Sell
10,302,812
-74,497
-0.7% -$4.61M 0.37% 47
2023
Q2 		$691M Buy
10,377,309
+643,825
+7% +$40.2M 0.54% 26
2023
Q1 		$668M Buy
9,733,484
+1,243,014
+15% +$93M 0.5% 33
2022
Q4 		$534M Buy
8,490,470
+132,504
+2% +$8.18M 0.42% 41
2022
Q3 		$460M Buy
8,357,966
+94,283
+1% +$6.68M 0.38% 47
2022
Q2 		$508M Buy
8,263,683
+637,310
+8% +$58.2M 0.39% 47
2022
Q1 		$1.03B Buy
7,626,373
+1,315,089
+21% +$159M 0.69% 15
2021
Q4 		$1.02B Buy
6,311,284
+295,091
+5% +$63.9M 0.62% 21
2021
Q3 		$1.44B Sell
6,016,193
-735,011
-11% -$189M 0.9% 10
2021
Q2 		$1.65B Sell
6,751,204
-178,653
-3% -$41.4M 0.97% 9
2021
Q1 		$1.57B Buy
6,929,857
+1,368,995
+25% +$320M 0.98% 9
2020
Q4 		$1.21B Sell
5,560,862
-553,084
-9% -$108M 0.78% 18
2020
Q3 		$994M Sell
6,113,946
-1,181,146
-16% -$167M 0.67% 23
2020
Q2 		$766M Sell
7,295,092
-1,295,050
-15% -$99.1M 0.54% 34
2020
Q1 		$450M Buy
8,590,142
+829,282
+11% +$56.7M 0.39% 55
2019
Q4 		$486M Sell
7,760,860
-210,335
-3% -$13.4M 0.38% 57
2019
Q3 		$494M Buy
7,971,195
+1,667,227
+26% +$113M 0.43% 45
2019
Q2 		$457M Buy
6,303,968
+1,410,744
+29% +$98.6M 0.41% 48
2019
Q1 		$367M Sell
4,893,224
-563,187
-10% -$40.8M 0.34% 62
2018
Q4 		$305M Buy
5,456,411
+1,448,871
+36% +$102M 0.33% 67
2018
Q3 		$397M Sell
4,007,540
-693,182
-15% -$53.5M 0.43% 49
2018
Q2 		$290M Buy
4,700,722
+353,037
+8% +$19.4M 0.34% 64
2018
Q1 		$214M Buy
4,347,685
+752,364
+21% +$34.5M 0.28% 80
2017
Q4 		$125M Buy
3,595,321
+1,851,521
+106% +$67.8M 0.16% 147
2017
Q3 		$50.2M Buy
1,743,800
+635,600
+57% +$16.6M 0.07% 297
2017
Q2 		$26M Buy
1,108,200
+1,022,200
+1,189% +$21.1M 0.04% 507
2017
Q1 		$1.49M Buy
86,000
+35,700
+71% +$558K ﹤0.01% 752
2016
Q4 		$686K Buy
+50,300
New +$626K ﹤0.01% 803

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group's XYZ Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group increased its Block Inc (XYZ) stake by 0.96% in Q1 2026, buying an estimated $1.52M and bringing the position to 2,624,534 shares worth $158M. The position accounts for 0.1% of the portfolio, ranked #194.

Sumitomo Mitsui Trust Group first reported a position in XYZ in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.65B in Q2 2021. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 2,624,534 shares of Block Inc worth $158M as of Q1 2026.
  • Sumitomo Mitsui Trust Group bought 25,067 Block Inc shares in Q1 2026, an estimated $1.52M.
  • Block Inc made up 0.1% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #194 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Block Inc in Q4 2016 and has held it in 38 quarters since.
  • Sumitomo Mitsui Trust Group's Block Inc position peaked at $1.65B in Q2 2021.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.