TC
XYZ

Tacita Capital’s Block Inc XYZ Stock Holding History

Tacita 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 		$2.13K Hold
28
– – ﹤0.01% 210
2026
Q1 		$1.69K Hold
28
– – ﹤0.01% 234
2025
Q4 		$1.82K Hold
28
– – ﹤0.01% 207
2025
Q3 		$2.02K Hold
28
– – ﹤0.01% 208
2025
Q2 		$1.9K Hold
28
– – ﹤0.01% 205
2025
Q1 		$1.52K Hold
28
– – ﹤0.01% 200
2024
Q4 		$2.38K Hold
28
– – ﹤0.01% 192
2024
Q3 		$1.88K Hold
28
– – ﹤0.01% 193
2024
Q2 		$1.81K Hold
28
– – ﹤0.01% 199
2024
Q1 		$2.37K Hold
28
– – ﹤0.01% 202
2023
Q4 		$2.17K Hold
28
– – ﹤0.01% 205
2023
Q3 		$1.24K Hold
28
– – ﹤0.01% 188
2023
Q2 		$2K Buy
+28
New +$1.75K ﹤0.01% 186

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

Tacita Capital's XYZ Position: Q2 2026 in Review

Tacita Capital held its Block Inc (XYZ) position steady in Q2 2026 at 28 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Tacita Capital first reported a position in XYZ in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.38K in Q4 2024. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Tacita Capital held 28 shares of Block Inc worth $2.13K as of Q2 2026.
  • Tacita Capital left its Block Inc share count unchanged in Q2 2026.
  • Block Inc made up ﹤0.01% of Tacita Capital's portfolio in Q2 2026, its #210 holding.
  • Tacita Capital first reported a position in Block Inc in Q2 2023 and has held it in 13 quarters since.
  • Tacita Capital's Block Inc position peaked at $2.38K in Q4 2024.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Tacita Capital's 13F filing for Q2 2026, filed 10 Aug 2026.