SSG
XYZ

Summit Securities Group’s Block Inc XYZ Stock Holding History

Summit Securities 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
2025
Q1 		– Sell
-19,000
Closed -$1.61M – 1150
2024
Q4 		$1.61M Buy
+19,000
New +$1.56M 0.33% 55
2023
Q1 		– Sell
-100,100
Closed -$6.29M – 1378
2022
Q4 		$6.29M Buy
100,100
+65,800
+192% +$4.06M 0.24% 70
2022
Q3 		$1.89M Buy
34,300
+5,100
+17% +$361K 0.14% 98
2022
Q2 		$1.79M Buy
29,200
+19,200
+192% +$1.75M 0.22% 81
2022
Q1 		$1.36M Buy
+10,000
New +$1.21M 0.15% 112
2021
Q4 		– Sell
-20
Closed -$480K – 988
2021
Q3 		$480K Buy
20
+10
+100% +$2.57K 0.04% 404
2021
Q2 		$244K Buy
+10
New +$2.32K 0.02% 600
2021
Q1 		– Sell
-850
Closed -$18.5M – 811
2020
Q4 		$18.5M Hold
850
– – 1.56% 5
2020
Q3 		$13.8M Sell
850
-150
-15% -$21.2K 1.45% 14
2020
Q2 		$10.5M Sell
1,000
-150
-13% -$11.5K 1.3% 13
2020
Q1 		$6.02M Sell
1,150
-340
-23% -$23.3K 1.06% 28
2019
Q4 		$9.32M Buy
1,490
+190
+15% +$12.1K 0.71% 32
2019
Q3 		$8.05M Buy
1,300
+450
+53% +$30.6K 0.71% 23
2019
Q2 		$6.17M Buy
850
+400
+89% +$27.9K 0.72% 26
2019
Q1 		$3.37M Sell
450
-109
-19% -$7.9K 0.62% 34
2018
Q4 		$3.13M Buy
+559
New +$39.5K 0.27% 58

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 Securities Group's XYZ Position: Q2 2026 in Review

Summit Securities Group increased its Block Inc (XYZ) stake by 972% in Q2 2026, buying an estimated $61.5K and bringing the position to 965 shares worth $73.3K. The position accounts for 0.01% of the portfolio, ranked #495.

Summit Securities Group first reported a position in XYZ in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.76M in Q4 2020. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Summit Securities Group held 965 shares of Block Inc worth $73.3K as of Q2 2026.
  • Summit Securities Group bought 875 Block Inc shares in Q2 2026, an estimated $61.5K.
  • Block Inc made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #495 holding.
  • Summit Securities Group first reported a position in Block Inc in Q4 2020 and has held it in 15 quarters since.
  • Summit Securities Group's Block Inc position peaked at $1.76M in Q4 2020.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.