SF
XYZ

Summit Financial’s Block Inc XYZ Stock Holding History

Summit Financial’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 		$206K Buy
+3,416
New +$208K ﹤0.01% 1337
2022
Q3 		– Sell
-9,906
Closed -$609K – 259
2022
Q2 		$609K Sell
9,906
-113
-1% -$10.3K 0.06% 143
2022
Q1 		$1.36M Buy
10,019
+7,981
+392% +$966K 0.11% 94
2021
Q4 		$329K Buy
2,038
+312
+18% +$67.6K 0.03% 206
2021
Q3 		$414K Buy
+1,726
New +$443K 0.04% 158

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

Summit Financial's XYZ Position: Q1 2026 in Review

Summit Financial opened a new position in Block Inc (XYZ) in Q1 2026: 3,416 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #1337 among its holdings. This is a return to the name: Summit Financial previously reported a position in XYZ as recently as Q2 2022.

Summit Financial first reported a position in XYZ in Q3 2021 and has held it in 5 quarters since. The position peaked at $1.36M in Q1 2022. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Summit Financial held 3,416 shares of Block Inc worth $206K as of Q1 2026.
  • Block Inc was a new Summit Financial position in Q1 2026.
  • Block Inc made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1337 holding.
  • Summit Financial first reported a position in Block Inc in Q3 2021 and has held it in 5 quarters since.
  • Summit Financial's Block Inc position peaked at $1.36M in Q1 2022.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.