T
XYZ

Tidemark’s Block Inc XYZ Stock Holding History

Tidemark’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 		$20.8K Hold
274
– – ﹤0.01% 415
2026
Q1 		$16.5K Hold
274
– – ﹤0.01% 398
2025
Q4 		$17.8K Sell
274
-2
-0.7% -$138 0.01% 364
2025
Q3 		$19.9K Hold
276
– – 0.01% 366
2025
Q2 		$18.7K Sell
276
-100
-27% -$5.82K 0.01% 378
2025
Q1 		$20.4K Hold
376
– – 0.01% 342
2024
Q4 		$32K Hold
376
– – 0.01% 290
2024
Q3 		$25.2K Hold
376
– – 0.01% 305
2024
Q2 		$24.2K Hold
376
– – 0.01% 300
2024
Q1 		$31.8K Sell
376
-42
-10% -$3.04K 0.02% 291
2023
Q4 		$32.3K Buy
+418
New +$23.6K 0.02% 277

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

Tidemark's XYZ Position: Q2 2026 in Review

Tidemark held its Block Inc (XYZ) position steady in Q2 2026 at 274 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Tidemark first reported a position in XYZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $32.3K in Q4 2023. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Tidemark held 274 shares of Block Inc worth $20.8K as of Q2 2026.
  • Tidemark left its Block Inc share count unchanged in Q2 2026.
  • Block Inc made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #415 holding.
  • Tidemark first reported a position in Block Inc in Q4 2023 and has held it in 11 quarters since.
  • Tidemark's Block Inc position peaked at $32.3K in Q4 2023.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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