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
-1,000
Closed -$65.1K – 1543
2025
Q4 		$65.1K Hold
1,000
– – ﹤0.01% 1393
2025
Q3 		$72.3K Hold
1,000
– – ﹤0.01% 1306
2025
Q2 		$67.9K Buy
+1,000
New +$58.2K ﹤0.01% 1221

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

Vontobel Holding's XYZ Position: Q1 2026 in Review

Vontobel Holding reduced its Block Inc (XYZ) stake by 11% in Q1 2026, selling an estimated $913K and leaving 123,541 shares worth $7.43M. The position accounts for 0.03% of the portfolio, ranked #301.

Vontobel Holding first reported a position in XYZ in Q4 2020 and has held it in 22 quarters since. The position peaked at $30.4M in Q3 2024. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Vontobel Holding held 123,541 shares of Block Inc worth $7.43M as of Q1 2026.
  • Vontobel Holding sold 15,021 Block Inc shares in Q1 2026, an estimated $913K.
  • Block Inc made up 0.03% of Vontobel Holding's portfolio in Q1 2026, its #301 holding.
  • Vontobel Holding first reported a position in Block Inc in Q4 2020 and has held it in 22 quarters since.
  • Vontobel Holding's Block Inc position peaked at $30.4M in Q3 2024.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.