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
2024 Q2	–	Sell	-10,000	Closed	-$846K	–	835
2024 Q1	$846K	Hold	10,000	–	–	0.14%	70
2023 Q4	$774K	Hold	10,000	–	–	0.07%	156
2023 Q3	$443K	Hold	10,000	–	–	0.05%	131
2023 Q2	$666K	Buy	+10,000	New	+$625K	0.09%	119
2023 Q1	–	Sell	-50,000	Closed	-$3.14M	–	1380
2022 Q4	$3.14M	Sell	50,000 -10,000	-17%	-$617K	0.12%	101
2022 Q3	$3.3M	Buy	60,000 +38,000	+173%	+$2.69M	0.25%	65
2022 Q2	$1.35M	Hold	22,000	–	–	0.17%	100
2022 Q1	$2.98M	Buy	22,000 +5,200	+31%	+$630K	0.33%	55
2021 Q4	$2.71M	Buy	16,800 +16,612	+8,836%	+$3.6M	0.13%	130
2021 Q3	$4.51M	Sell	188 -42	-18%	-$10.8K	0.35%	69
2021 Q2	$5.61M	Sell	230 -50	-18%	-$11.6K	0.46%	41
2021 Q1	$6.36M	Sell	280 -30	-10%	-$7.02K	0.7%	23
2020 Q4	$6.75M	Buy	310 +210	+210%	+$41K	0.57%	40
2020 Q3	$1.63M	Buy	+100	New	+$14.1K	0.17%	109
2019 Q4	–	Sell	-200	Closed	-$1.24M	–	538
2019 Q3	$1.24M	Sell	200 -100	-33%	-$6.79K	0.11%	115
2019 Q2	$2.18M	Buy	+300	New	+$21K	0.25%	84

Other funds holding XYZ

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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.