TAM
XYZ

Trust Asset Management’s Block Inc XYZ Stock Holding History

Trust Asset 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
Q2 		$457K Sell
6,010
-71
-1% -$4.99K 0.03% 159
2026
Q1 		$366K Buy
+6,081
New +$370K 0.03% 163

Other funds holding XYZ

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Trust Asset Management's XYZ Position: Q2 2026 in Review

Trust Asset Management reduced its Block Inc (XYZ) stake by 1.2% in Q2 2026, selling an estimated $4.99K and leaving 6,010 shares worth $457K. The position accounts for 0.03% of the portfolio, ranked #159.

Trust Asset Management first reported a position in XYZ in Q1 2026 and has held it in 2 quarters since. 189 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Trust Asset Management held 6,010 shares of Block Inc worth $457K as of Q2 2026.
  • Trust Asset Management sold 71 Block Inc shares in Q2 2026, an estimated $4.99K.
  • Block Inc made up 0.03% of Trust Asset Management's portfolio in Q2 2026, its #159 holding.
  • Trust Asset Management first reported a position in Block Inc in Q1 2026 and has held it in 2 quarters since.
  • 189 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Trust Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.