T
XYZ

TOBAM’s Block Inc XYZ Stock Holding History

TOBAM’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 		$331K Sell
4,349
-8
-0.2% -$562 0.08% 169
2026
Q1 		$262K Buy
4,357
+277
+7% +$16.8K 0.07% 178
2025
Q4 		$266K Sell
4,080
-9,203
-69% -$635K 0.07% 178
2025
Q3 		$960K Buy
13,283
+3,066
+30% +$229K 0.35% 74
2025
Q2 		$694K Buy
10,217
+2,487
+32% +$145K 0.27% 75
2025
Q1 		$420K Buy
7,730
+3,107
+67% +$232K 0.18% 97
2024
Q4 		$393K Buy
4,623
+635
+16% +$52.1K 0.12% 118
2024
Q3 		$268K Buy
3,988
+520
+15% +$33.6K 0.05% 166
2024
Q2 		$224K Buy
3,468
+1,961
+130% +$137K 0.04% 176
2024
Q1 		$127K Buy
+1,507
New +$109K 0.01% 281
2023
Q4 		– Sell
-169
Closed -$7K – 408
2023
Q3 		$7K Sell
169
-314
-65% -$19.4K ﹤0.01% 341
2023
Q2 		$32K Buy
483
+434
+886% +$27.1K ﹤0.01% 357
2023
Q1 		$3K Buy
+49
New +$3.67K ﹤0.01% 358
2022
Q4 		– Sell
-13
Closed -$1K – 451
2022
Q3 		$1K Buy
+13
New +$920 ﹤0.01% 430
2022
Q2 		– Sell
-5
Closed -$1K – 497
2022
Q1 		$1K Buy
+5
New +$605 ﹤0.01% 429
2021
Q4 		– Sell
-165
Closed -$40K – 451
2021
Q3 		$40K Buy
+165
New +$42.4K ﹤0.01% 394
2020
Q2 		– Sell
-34,655
Closed -$1.81M – 178
2020
Q1 		$1.81M Buy
+34,655
New +$2.37M 0.14% 88
2018
Q2 		– Sell
-68,543
Closed -$3.37M – 173
2018
Q1 		$3.37M Sell
68,543
-142,421
-68% -$6.54M 0.14% 109
2017
Q4 		$7.31M Buy
+210,964
New +$7.72M 0.32% 83

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

TOBAM's XYZ Position: Q2 2026 in Review

TOBAM reduced its Block Inc (XYZ) stake by 0.18% in Q2 2026, selling an estimated $562 and leaving 4,349 shares worth $331K. The position accounts for 0.08% of the portfolio, ranked #169.

TOBAM first reported a position in XYZ in Q4 2017 and has held it in 19 quarters since. The position peaked at $7.31M in Q4 2017. 1,079 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • TOBAM held 4,349 shares of Block Inc worth $331K as of Q2 2026.
  • TOBAM sold 8 Block Inc shares in Q2 2026, an estimated $562.
  • Block Inc made up 0.08% of TOBAM's portfolio in Q2 2026, its #169 holding.
  • TOBAM first reported a position in Block Inc in Q4 2017 and has held it in 19 quarters since.
  • TOBAM's Block Inc position peaked at $7.31M in Q4 2017.
  • 1,079 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on TOBAM's 13F filing for Q2 2026, filed 31 Jul 2026.