STA
XYZ

Summit Trail Advisors’s Block Inc XYZ Stock Holding History

Summit Trail Advisors’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 		$1.99M Buy
33,091
+16,585
+100% +$1.01M 0.03% 531
2025
Q4 		$1.07M Buy
16,506
+373
+2% +$25.7K 0.02% 780
2025
Q3 		$1.17M Buy
16,133
+7,199
+81% +$539K 0.02% 736
2025
Q2 		$607K Buy
+8,934
New +$520K 0.01% 653
2024
Q4 		– Sell
-6,471
Closed -$434K – 802
2024
Q3 		$434K Buy
+6,471
New +$418K 0.01% 434
2022
Q1 		– Sell
-1,268
Closed -$205K – 382
2021
Q4 		$205K Buy
1,268
+109
+9% +$23.6K 0.01% 272
2021
Q3 		$278K Buy
1,159
+188
+19% +$48.3K 0.02% 210
2021
Q2 		$237K Buy
+971
New +$225K 0.02% 193
2018
Q2 		– Sell
-5,466
Closed -$298K – 695
2018
Q1 		$298K Buy
5,466
+5,205
+1,994% +$239K 0.05% 283
2017
Q4 		$11K Buy
+261
New +$9.56K ﹤0.01% 1206

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 Trail Advisors's XYZ Position: Q1 2026 in Review

Summit Trail Advisors increased its Block Inc (XYZ) stake by 100% in Q1 2026, buying an estimated $1.01M and bringing the position to 33,091 shares worth $1.99M. The position accounts for 0.03% of the portfolio, ranked #531.

Summit Trail Advisors first reported a position in XYZ in Q4 2017 and has held it in 10 quarters since. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Summit Trail Advisors held 33,091 shares of Block Inc worth $1.99M as of Q1 2026.
  • Summit Trail Advisors bought 16,585 Block Inc shares in Q1 2026, an estimated $1.01M.
  • Block Inc made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #531 holding.
  • Summit Trail Advisors first reported a position in Block Inc in Q4 2017 and has held it in 10 quarters since.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.