VIA
XYZ

Virtus Investment Advisers’s Block Inc XYZ Stock Holding History

Virtus Investment Advisers’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 		– Sell
-23,790
Closed -$1.55M – 495
2025
Q4 		$1.55M Buy
23,790
+1,051
+5% +$72.5K 0.42% 120
2025
Q3 		$1.64M Buy
+22,739
New +$1.7M 0.47% 117
2025
Q2 		– Sell
-16,028
Closed -$871K – 508
2025
Q1 		$871K Buy
+16,028
New +$1.2M 0.24% 178

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

Virtus Investment Advisers's XYZ Position: Q1 2026 in Review

Virtus Investment Advisers sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 23,790 shares — an estimated $1.55M sold.

Virtus Investment Advisers first reported a position in XYZ in Q1 2025 and held it in 3 quarters. The position peaked at $1.64M in Q3 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Virtus Investment Advisers reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Virtus Investment Advisers sold 23,790 Block Inc shares in Q1 2026, an estimated $1.55M.
  • Virtus Investment Advisers first reported a position in Block Inc in Q1 2025 and held it in 3 quarters.
  • Virtus Investment Advisers's Block Inc position peaked at $1.64M in Q3 2025.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Virtus Investment Advisers's 13F filing for Q1 2026, filed 14 May 2026.