Vista Investment Partners II’s Block Inc XYZ Stock Holding History

Vista Investment Partners II’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	$461K	Buy	6,072 +879	+17%	+$61.8K	0.18%	107
2026 Q1	$313K	Sell	5,193 -152	-3%	-$9.24K	0.14%	121
2025 Q4	$348K	Buy	5,345 +11	+0.2%	+$759	0.15%	110
2025 Q3	$385K	Buy	5,334 +184	+4%	+$13.8K	0.18%	99
2025 Q2	$350K	Buy	5,150 +1,186	+30%	+$69K	0.17%	103
2025 Q1	$215K	Buy	3,964 +1,356	+52%	+$101K	0.12%	115
2024 Q4	$222K	Buy	+2,608	New	+$214K	0.13%	113

Other funds holding XYZ

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Vista Investment Partners II's XYZ Position: Q2 2026 in Review

Vista Investment Partners II increased its Block Inc (XYZ) stake by 17% in Q2 2026, buying an estimated $61.8K and bringing the position to 6,072 shares worth $461K. The position accounts for 0.18% of the portfolio, ranked #107.

Vista Investment Partners II first reported a position in XYZ in Q4 2024 and has held it in 7 quarters since. 523 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Vista Investment Partners II held 6,072 shares of Block Inc worth $461K as of Q2 2026.
Vista Investment Partners II bought 879 Block Inc shares in Q2 2026, an estimated $61.8K.
Block Inc made up 0.18% of Vista Investment Partners II's portfolio in Q2 2026, its #107 holding.
Vista Investment Partners II first reported a position in Block Inc in Q4 2024 and has held it in 7 quarters since.
523 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.