WCM
XYZ

Westend Capital Management’s Block Inc XYZ Stock Holding History

Westend Capital 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
Q1 		$542 Buy
+9
New +$547 ﹤0.01% 239
2016
Q3 		$1.14M Buy
97,750
+11,035
+13% +$121K 1.59% 32
2016
Q2 		$785K Sell
86,715
-1,960
-2% -$22.2K 1.14% 37
2016
Q1 		$1.35M Buy
+88,675
New +$960K 1.85% 23

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

Westend Capital Management's XYZ Position: Q1 2026 in Review

Westend Capital Management opened a new position in Block Inc (XYZ) in Q1 2026: 9 shares worth $542. The stake represents ﹤0.01% of the portfolio and ranks #239 among its holdings. This is a return to the name: Westend Capital Management previously reported a position in XYZ as recently as Q3 2016.

Westend Capital Management first reported a position in XYZ in Q1 2016 and has held it in 4 quarters since. The position peaked at $1.35M in Q1 2016. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Westend Capital Management held 9 shares of Block Inc worth $542 as of Q1 2026.
  • Block Inc was a new Westend Capital Management position in Q1 2026.
  • Block Inc made up ﹤0.01% of Westend Capital Management's portfolio in Q1 2026, its #239 holding.
  • Westend Capital Management first reported a position in Block Inc in Q1 2016 and has held it in 4 quarters since.
  • Westend Capital Management's Block Inc position peaked at $1.35M in Q1 2016.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.