Vontobel Holding
XYZ

Vontobel Holding’s Block Inc XYZ Stock Holding History

Vontobel Holding’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
-3,000
Closed -$195K – 1542
2025
Q4 		$195K Hold
3,000
– – ﹤0.01% 1316
2025
Q3 		$217K Hold
3,000
– – ﹤0.01% 1211
2025
Q2 		$204K Buy
+3,000
New +$175K ﹤0.01% 1167
2021
Q1 		– Sell
-40,000
Closed -$10.4M – 1098
2020
Q4 		$10.4M Buy
+40,000
New +$7.8M 0.07% 170

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

Vontobel Holding's XYZ Position: Q2 2026 in Review

Vontobel Holding increased its Block Inc (XYZ) stake by 30% in Q2 2026, buying an estimated $2.62M and bringing the position to 160,803 shares worth $12.2M. The position accounts for 0.04% of the portfolio, ranked #298.

Vontobel Holding first reported a position in XYZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $30.4M in Q3 2024. 1,082 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Vontobel Holding held 160,803 shares of Block Inc worth $12.2M as of Q2 2026.
  • Vontobel Holding bought 37,262 Block Inc shares in Q2 2026, an estimated $2.62M.
  • Block Inc made up 0.04% of Vontobel Holding's portfolio in Q2 2026, its #298 holding.
  • Vontobel Holding first reported a position in Block Inc in Q4 2020 and has held it in 23 quarters since.
  • Vontobel Holding's Block Inc position peaked at $30.4M in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.