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

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 Securities Group's XYZ Position: Q1 2026 in Review

Summit Securities Group reduced its Block Inc (XYZ) stake by 89% in Q1 2026, selling an estimated $43.9K and leaving 90 shares worth $5.42K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Summit Securities Group first reported a position in XYZ in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.76M in Q4 2020. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Summit Securities Group held 90 shares of Block Inc worth $5.42K as of Q1 2026.
  • Summit Securities Group sold 722 Block Inc shares in Q1 2026, an estimated $43.9K.
  • Block Inc made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #780 holding.
  • Summit Securities Group first reported a position in Block Inc in Q4 2020 and has held it in 14 quarters since.
  • Summit Securities Group's Block Inc position peaked at $1.76M in Q4 2020.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.