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
Q2 		$2.66K Sell
35
-76
-68% -$5.34K ﹤0.01% 326
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

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

Swan Capital's XYZ Position: Q2 2026 in Review

Swan Capital reduced its Block Inc (XYZ) stake by 68% in Q2 2026, selling an estimated $5.34K and leaving 35 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Swan Capital first reported a position in XYZ in Q2 2024 and has held it in 6 quarters since. The position peaked at $7.22K in Q4 2025. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Swan Capital held 35 shares of Block Inc worth $2.66K as of Q2 2026.
  • Swan Capital sold 76 Block Inc shares in Q2 2026, an estimated $5.34K.
  • Block Inc made up ﹤0.01% of Swan Capital's portfolio in Q2 2026, its #326 holding.
  • Swan Capital first reported a position in Block Inc in Q2 2024 and has held it in 6 quarters since.
  • Swan Capital's Block Inc position peaked at $7.22K in Q4 2025.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.