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
Q2 		$206K Sell
2,704
-712
-21% -$50.1K ﹤0.01% 1523
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

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

Summit Financial's XYZ Position: Q2 2026 in Review

Summit Financial reduced its Block Inc (XYZ) stake by 21% in Q2 2026, selling an estimated $50.1K and leaving 2,704 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

Summit Financial first reported a position in XYZ in Q3 2021 and has held it in 6 quarters since. The position peaked at $1.36M in Q1 2022. 1,081 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Summit Financial held 2,704 shares of Block Inc worth $206K as of Q2 2026.
  • Summit Financial sold 712 Block Inc shares in Q2 2026, an estimated $50.1K.
  • Block Inc made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1523 holding.
  • Summit Financial first reported a position in Block Inc in Q3 2021 and has held it in 6 quarters since.
  • Summit Financial's Block Inc position peaked at $1.36M in Q1 2022.
  • 1,081 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.