SC
XYZ

Swan Capital’s Block Inc XYZ Stock Holding History

Swan Capital’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 		$6.68K Hold
111
– – ﹤0.01% 236
2025
Q4 		$7.22K Buy
111
+76
+217% +$5.24K ﹤0.01% 201
2025
Q3 		$2.53K Buy
+35
New +$2.62K ﹤0.01% 285
2024
Q4 		– Sell
-12
Closed -$806 – 427
2024
Q3 		$806 Hold
12
– – ﹤0.01% 278
2024
Q2 		$774 Buy
+12
New +$839 ﹤0.01% 237

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

Swan Capital's XYZ Position: Q1 2026 in Review

Swan Capital held its Block Inc (XYZ) position steady in Q1 2026 at 111 shares worth $6.68K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Swan Capital first reported a position in XYZ in Q2 2024 and has held it in 5 quarters since. The position peaked at $7.22K in Q4 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Swan Capital held 111 shares of Block Inc worth $6.68K as of Q1 2026.
  • Swan Capital left its Block Inc share count unchanged in Q1 2026.
  • Block Inc made up ﹤0.01% of Swan Capital's portfolio in Q1 2026, its #236 holding.
  • Swan Capital first reported a position in Block Inc in Q2 2024 and has held it in 5 quarters since.
  • Swan Capital's Block Inc position peaked at $7.22K in Q4 2025.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.