TCM
XYZ

TD Capital Management’s Block Inc XYZ Stock Holding History

TD Capital Management’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 		$12.3K Hold
205
– – ﹤0.01% 444
2025
Q4 		$13.3K Hold
205
– – ﹤0.01% 413
2025
Q3 		$14.8K Hold
205
– – ﹤0.01% 372
2025
Q2 		$13.9K Buy
+205
New +$11.9K ﹤0.01% 370

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

TD Capital Management's XYZ Position: Q1 2026 in Review

TD Capital Management held its Block Inc (XYZ) position steady in Q1 2026 at 205 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

TD Capital Management first reported a position in XYZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $14.8K in Q3 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • TD Capital Management held 205 shares of Block Inc worth $12.3K as of Q1 2026.
  • TD Capital Management left its Block Inc share count unchanged in Q1 2026.
  • Block Inc made up ﹤0.01% of TD Capital Management's portfolio in Q1 2026, its #444 holding.
  • TD Capital Management first reported a position in Block Inc in Q2 2025 and has held it in 4 quarters since.
  • TD Capital Management's Block Inc position peaked at $14.8K in Q3 2025.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.