Truist Financial
XYZ

Truist Financial’s Block Inc XYZ Stock Holding History

Truist Financial’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
2020
Q3 		– Sell
-6,900
Closed -$724K – 2590
2020
Q2 		$724K Sell
6,900
-300
-4% -$23K ﹤0.01% 1434
2020
Q1 		$377K Buy
+7,200
New +$492K ﹤0.01% 1716

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Truist Financial's XYZ Position: Q2 2026 in Review

Truist Financial reduced its Block Inc (XYZ) stake by 0.27% in Q2 2026, selling an estimated $22.6K and leaving 118,104 shares worth $8.98M. The position accounts for 0.01% of the portfolio, ranked #681.

Truist Financial first reported a position in XYZ in Q1 2018 and has held it in 34 quarters since. The position peaked at $24.2M in Q3 2021. 556 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Truist Financial held 118,104 shares of Block Inc worth $8.98M as of Q2 2026.
  • Truist Financial sold 322 Block Inc shares in Q2 2026, an estimated $22.6K.
  • Block Inc made up 0.01% of Truist Financial's portfolio in Q2 2026, its #681 holding.
  • Truist Financial first reported a position in Block Inc in Q1 2018 and has held it in 34 quarters since.
  • Truist Financial's Block Inc position peaked at $24.2M in Q3 2021.
  • 556 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.